+30.7%
SPG vs BRKR
+47.8%
-17.1%
-15.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -9.0% | +8.1% | -0.4% |
| 7D | +5.0% | -6.4% | +11.4% | +5.2% |
| 30D | +12.3% | -4.0% | +16.3% | +12.4% |
| 3M | +1.9% | +10.7% | -8.9% | +1.0% |
| 6M | +14.4% | +53.0% | -38.6% | +9.1% |
| YTD | +26.5% | +23.6% | +2.9% | +21.0% |
| 1Y | +30.7% | +45.0% | -14.4% | +20.1% |
| All | +30.7% | +47.8% | -17.1% | +20.1% |
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