-88.5%
SMR vs BRKR
+47.8%
-136.3%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.8% | -9.0% | -5.8% | -10.8% |
| 7D | -26.2% | -6.4% | -19.8% | -23.9% |
| 30D | -45.5% | -4.0% | -41.5% | -44.4% |
| 3M | -53.4% | +10.7% | -64.2% | -55.9% |
| 6M | -63.2% | +53.0% | -116.2% | -74.9% |
| YTD | -69.2% | +23.6% | -92.8% | -76.0% |
| 1Y | -88.5% | +45.0% | -133.5% | -91.8% |
| All | -88.5% | +47.8% | -136.3% | -91.8% |
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