+172.5%
PR vs BRKR
+97.4%
+75.1%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -6.8% | +6.6% | +1.4% |
| 7D | -0.8% | -7.8% | +6.9% | +1.0% |
| 30D | +11.3% | -3.4% | +14.6% | +11.9% |
| 3M | +24.1% | -4.8% | +28.9% | +23.3% |
| 6M | +25.4% | +46.7% | -21.3% | +9.5% |
| YTD | +71.2% | +15.8% | +55.4% | +58.2% |
| 1Y | +78.6% | +75.4% | +3.2% | +44.3% |
| 3Y | +85.2% | -10.3% | +95.5% | +72.2% |
| 5Y | +419.0% | -38.8% | +457.8% | +430.0% |
| 10Y | +86.2% | +158.2% | -72.0% | +51.1% |
| All | +172.5% | +97.4% | +75.1% | +127.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling