+289.1%
SN vs BRKR
-21.8%
+310.9%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -0.9% | -1.0% |
| 7D | -7.3% | -8.7% | +1.4% | -5.1% |
| 30D | -13.6% | -9.9% | -3.8% | -11.3% |
| 3M | +18.6% | -3.1% | +21.7% | +17.0% |
| 6M | +46.0% | +45.5% | +0.5% | +26.6% |
| YTD | +43.7% | +13.7% | +30.0% | +32.3% |
| 1Y | +39.2% | +67.4% | -28.3% | +12.2% |
| 3Y | +306.5% | -13.2% | +319.7% | +276.0% |
| All | +289.1% | -21.8% | +310.9% | +292.8% |
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 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