+66.2%
PWR vs BRKR
+100.6%
-34.4%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.5% | +2.2% | +0.9% |
| 7D | +3.6% | +2.5% | +1.1% | +3.3% |
| 30D | -8.6% | +11.5% | -20.1% | -9.6% |
| 3M | -13.2% | -2.4% | -10.8% | -13.4% |
| 6M | +9.9% | +52.3% | -42.4% | +2.8% |
| YTD | +48.0% | +24.5% | +23.6% | +39.7% |
| 1Y | +66.2% | +97.3% | -31.2% | +58.2% |
| All | +66.2% | +100.6% | -34.4% | +58.2% |
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 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