+148.6%
TE vs BRKR
+100.6%
+48.1%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.5% | +2.9% | +1.5% |
| 7D | -4.0% | +2.5% | -6.5% | -4.3% |
| 30D | -15.9% | +11.5% | -27.4% | -17.1% |
| 3M | -60.5% | -2.4% | -58.2% | -60.7% |
| 6M | -35.2% | +52.3% | -87.5% | -40.7% |
| YTD | -31.1% | +24.5% | -55.6% | -35.9% |
| 1Y | +148.6% | +97.3% | +51.3% | +143.9% |
| All | +148.6% | +100.6% | +48.1% | +143.9% |
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