+553.4%
SE vs BRKR
+83.1%
+470.2%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.2% | -1.1% | -1.2% |
| 7D | -5.2% | -8.7% | +3.4% | -1.4% |
| 30D | -17.1% | -9.9% | -7.2% | -13.5% |
| 3M | +24.0% | -3.1% | +27.1% | +21.4% |
| 6M | +21.0% | +45.5% | -24.5% | -4.5% |
| YTD | -16.7% | +13.7% | -30.4% | -26.5% |
| 1Y | -45.9% | +67.4% | -113.4% | -61.3% |
| 3Y | +177.8% | -13.2% | +191.0% | +142.8% |
| 5Y | -67.4% | -39.5% | -27.9% | -64.7% |
| All | +553.4% | +83.1% | +470.2% | +279.0% |
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