+26.7%
Q vs BRKR
+51.2%
-24.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.5% | +3.2% | +2.1% |
| 7D | +0.2% | +2.5% | -2.2% | -0.4% |
| 30D | -11.1% | +11.5% | -22.6% | -13.5% |
| 3M | -22.1% | -2.4% | -19.8% | -23.5% |
| 6M | +0.5% | +52.3% | -51.8% | -18.4% |
| YTD | +47.8% | +24.5% | +23.3% | +28.5% |
| All | +26.7% | +51.2% | -24.5% | -1.6% |
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