-35.2%
SPXU vs BRKR
+75.9%
-111.2%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.2% | -2.2% | -2.5% |
| 7D | +2.5% | -8.7% | +11.1% | +0.6% |
| 30D | +4.2% | -9.9% | +14.0% | +2.1% |
| 3M | -9.3% | -3.1% | -6.2% | -7.4% |
| 6M | -30.7% | +45.5% | -76.2% | -17.2% |
| YTD | -28.1% | +13.7% | -41.8% | -18.2% |
| 1Y | -35.2% | +67.4% | -102.7% | -21.4% |
| All | -35.2% | +75.9% | -111.2% | -21.4% |
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