+265.2%
SU vs BRKR
+155.3%
+109.8%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | -0.1% |
| 7D | +2.2% | -8.7% | +10.9% | +3.7% |
| 30D | +8.4% | -9.9% | +18.3% | +10.2% |
| 3M | +12.1% | -3.1% | +15.2% | +11.3% |
| 6M | +19.7% | +45.5% | -25.8% | +8.3% |
| YTD | +58.4% | +13.7% | +44.7% | +50.1% |
| 1Y | +67.2% | +67.4% | -0.2% | +44.0% |
| 3Y | +125.0% | -13.2% | +138.3% | +113.8% |
| 5Y | +355.1% | -39.5% | +394.5% | +369.4% |
| All | +265.2% | +155.3% | +109.8% | +153.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling