+530.9%
TECH vs BRKR
+172.5%
+358.5%
-69.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.1% |
| 7D | -0.4% | -8.7% | +8.2% | +1.5% |
| 30D | 0.0% | -9.9% | +9.8% | +2.0% |
| 3M | +33.7% | -3.1% | +36.7% | +33.0% |
| 6M | +34.9% | +45.5% | -10.6% | +21.9% |
| YTD | +23.2% | +13.7% | +9.5% | +17.2% |
| 1Y | +36.3% | +67.4% | -31.1% | +19.2% |
| 3Y | +2.3% | -13.2% | +15.5% | +2.2% |
| 5Y | -42.9% | -39.5% | -3.4% | -38.8% |
| 10Y | +188.4% | +153.5% | +34.9% | +139.4% |
| All | +530.9% | +172.5% | +358.5% | +291.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling