+96.9%
PSX vs BRKR
+65.8%
+31.1%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +12.9% | -17.4% | -3.7% |
| 7D | -5.2% | +2.9% | -8.0% | -4.8% |
| 30D | -3.7% | -0.1% | -3.6% | -3.3% |
| 3M | +26.8% | +26.9% | -0.2% | +28.2% |
| 6M | +47.3% | +75.6% | -28.3% | +51.2% |
| YTD | +105.4% | +35.8% | +69.6% | +116.4% |
| 1Y | +96.9% | +58.6% | +38.3% | +107.5% |
| All | +96.9% | +65.8% | +31.1% | +107.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling