+123.8%
STX vs BRKR
+65.8%
+58.0%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +12.9% | -21.0% | -9.7% |
| 7D | -20.2% | +2.9% | -23.1% | -20.4% |
| 30D | -37.2% | -0.1% | -37.1% | -37.2% |
| 3M | -34.1% | +26.9% | -61.0% | -35.8% |
| 6M | -24.5% | +75.6% | -100.1% | -29.1% |
| YTD | +102.9% | +35.8% | +67.1% | +94.8% |
| 1Y | +123.8% | +58.6% | +65.2% | +112.1% |
| All | +123.8% | +65.8% | +58.0% | +112.1% |
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