-73.1%
SMR vs BRKR
+100.6%
-173.7%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +1.0% | +0.1% |
| 7D | +4.4% | +2.5% | +1.9% | +3.3% |
| 30D | +3.4% | +11.5% | -8.1% | -1.4% |
| 3M | -19.2% | -2.4% | -16.8% | -20.7% |
| 6M | -22.6% | +52.3% | -75.0% | -42.9% |
| YTD | -31.5% | +24.5% | -56.0% | -44.4% |
| 1Y | -73.1% | +97.3% | -170.4% | -80.2% |
| All | -73.1% | +100.6% | -173.7% | -80.2% |
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