+3.7%
SO vs BRKR
+65.8%
-62.1%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +12.9% | -13.6% | +0.2% |
| 7D | +1.7% | +2.9% | -1.1% | +2.0% |
| 30D | +11.1% | -0.1% | +11.2% | +11.4% |
| 3M | +0.7% | +26.9% | -26.2% | +2.6% |
| 6M | -1.4% | +75.6% | -77.0% | +4.5% |
| YTD | +9.4% | +35.8% | -26.4% | +13.6% |
| 1Y | +3.7% | +58.6% | -54.9% | +5.6% |
| All | +3.7% | +65.8% | -62.1% | +5.6% |
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