+1,482.1%
PWR vs BRKR
+172.5%
+1,309.6%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -5.4% |
| 6M | +14.6% | +45.5% | -30.9% | +2.6% |
| YTD | +54.2% | +13.7% | +40.6% | +45.2% |
| 1Y | +67.1% | +67.4% | -0.3% | +42.7% |
| 3Y | +218.5% | -13.2% | +231.7% | +205.7% |
| 5Y | +466.3% | -39.5% | +505.8% | +483.0% |
| 10Y | +2,520.4% | +153.5% | +2,366.9% | +1,817.9% |
| All | +1,482.1% | +172.5% | +1,309.6% | +738.4% |
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