+2.3%
TECH vs BRKR
-11.8%
+14.0%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.2% |
| 7D | -0.4% | -8.7% | +8.2% | +3.6% |
| 30D | 0.0% | -9.9% | +9.8% | +4.3% |
| 3M | +33.7% | -3.1% | +36.7% | +30.5% |
| 6M | +34.9% | +45.5% | -10.6% | +3.9% |
| YTD | +23.2% | +13.7% | +9.5% | +7.6% |
| 1Y | +36.3% | +67.4% | -31.1% | -4.8% |
| 3Y | +2.3% | -13.2% | +15.5% | -6.1% |
| All | +2.3% | -11.8% | +14.0% | -6.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling