+75.7%
STT vs BRKR
+75.9%
-0.3%
-11.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.2% | +1.3% | +1.1% |
| 7D | -0.4% | -8.7% | +8.2% | +0.2% |
| 30D | +1.7% | -9.9% | +11.6% | +2.5% |
| 3M | +17.9% | -3.1% | +21.0% | +17.0% |
| 6M | +55.3% | +45.5% | +9.8% | +41.9% |
| YTD | +52.7% | +13.7% | +39.0% | +43.5% |
| 1Y | +75.7% | +67.4% | +8.2% | +65.9% |
| All | +75.7% | +75.9% | -0.3% | +65.9% |
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