+145.2%
TE vs BRKR
+75.9%
+69.3%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +0.9% | +0.7% |
| 7D | +0.2% | -8.7% | +8.9% | +1.3% |
| 30D | -5.9% | -9.9% | +3.9% | -4.8% |
| 3M | -45.6% | -3.1% | -42.5% | -46.2% |
| 6M | -43.4% | +45.5% | -88.9% | -47.8% |
| YTD | -31.0% | +13.7% | -44.7% | -34.9% |
| 1Y | +145.2% | +67.4% | +77.8% | +134.2% |
| All | +145.2% | +75.9% | +69.3% | +134.2% |
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