+362.6%
PSX vs BRKR
-39.7%
+402.3%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.4% |
| 7D | +1.7% | -8.7% | +10.4% | +2.5% |
| 30D | +15.6% | -9.9% | +25.5% | +16.6% |
| 3M | +46.5% | -3.1% | +49.5% | +45.8% |
| 6M | +55.0% | +45.5% | +9.5% | +46.3% |
| YTD | +105.3% | +13.7% | +91.6% | +99.9% |
| 1Y | +101.6% | +67.4% | +34.2% | +85.0% |
| 3Y | +134.1% | -13.2% | +147.4% | +126.3% |
| All | +362.6% | -39.7% | +402.3% | +310.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling