+469.4%
PWR vs BRKR
-39.7%
+509.2%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.2% | +5.4% | +5.2% |
| 7D | +4.2% | -8.7% | +12.9% | +6.3% |
| 30D | -4.0% | -9.9% | +5.8% | -1.9% |
| 3M | -4.8% | -3.1% | -1.7% | -5.6% |
| 6M | +14.6% | +45.5% | -30.9% | +1.2% |
| YTD | +54.2% | +13.7% | +40.6% | +44.0% |
| 1Y | +67.1% | +67.4% | -0.3% | +39.0% |
| 3Y | +218.5% | -13.2% | +231.7% | +207.8% |
| All | +469.4% | -39.7% | +509.2% | +492.5% |
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 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