+62.8%
PNR vs BRKR
+155.3%
-92.5%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | 0.0% | -0.2% |
| 7D | -6.0% | -8.7% | +2.6% | -3.3% |
| 30D | -14.0% | -9.9% | -4.1% | -11.3% |
| 3M | -21.7% | -3.1% | -18.6% | -22.9% |
| 6M | -37.3% | +45.5% | -82.8% | -47.4% |
| YTD | -45.1% | +13.7% | -58.8% | -50.2% |
| 1Y | -49.1% | +67.4% | -116.6% | -60.5% |
| 3Y | -14.8% | -13.2% | -1.6% | -20.7% |
| 5Y | -21.0% | -39.5% | +18.5% | -16.8% |
| All | +62.8% | +155.3% | -92.5% | -5.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling