+494.4%
TEAM vs BRKR
+155.3%
+339.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.2% |
| 7D | -5.2% | -8.7% | +3.5% | -2.1% |
| 30D | +15.8% | -9.9% | +25.6% | +20.1% |
| 3M | +101.5% | -3.1% | +104.5% | +96.3% |
| 6M | +138.2% | +45.5% | +92.7% | +92.4% |
| YTD | +10.8% | +13.7% | -2.9% | -1.3% |
| 1Y | +1.7% | +67.4% | -65.7% | -25.0% |
| 3Y | -16.0% | -13.2% | -2.8% | -22.9% |
| 5Y | -52.7% | -39.5% | -13.2% | -49.4% |
| All | +494.4% | +155.3% | +339.1% | +264.0% |
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