+479.2%
PL vs BRKR
-11.8%
+491.0%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.2% | -1.4% |
| 7D | -9.2% | -8.7% | -0.5% | -7.0% |
| 30D | -32.9% | -9.9% | -23.0% | -31.0% |
| 3M | -51.9% | -3.1% | -48.8% | -52.6% |
| 6M | -35.3% | +45.5% | -80.8% | -44.7% |
| YTD | -16.6% | +13.7% | -30.3% | -23.3% |
| 1Y | +70.1% | +67.4% | +2.7% | +34.7% |
| 3Y | +479.2% | -13.2% | +492.4% | +467.3% |
| All | +479.2% | -11.8% | +491.0% | +467.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded BRKR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling