+33.0%
Q vs BRKR
+38.1%
-5.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.2% | +2.7% | +2.6% |
| 7D | +4.9% | -8.7% | +13.6% | +7.1% |
| 30D | -11.0% | -9.9% | -1.1% | -8.8% |
| 3M | -15.2% | -3.1% | -12.1% | -17.4% |
| 6M | +8.8% | +45.5% | -36.7% | -11.3% |
| YTD | +55.1% | +13.7% | +41.4% | +37.7% |
| All | +33.0% | +38.1% | -5.1% | +5.5% |
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 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