+68.5%
STRL vs BRKR
+100.6%
-32.1%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -1.5% | +7.3% | +6.5% |
| 7D | +3.4% | +2.5% | +0.9% | +2.1% |
| 30D | -9.2% | +11.5% | -20.7% | -14.0% |
| 3M | -51.0% | -2.4% | -48.7% | -50.9% |
| 6M | +15.8% | +52.3% | -36.5% | -5.5% |
| YTD | +58.9% | +24.5% | +34.4% | +33.6% |
| 1Y | +68.5% | +97.3% | -28.8% | +26.2% |
| All | +68.5% | +100.6% | -32.1% | +26.2% |
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