+199.8%
TER vs BRKR
+100.6%
+99.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -1.5% | +7.0% | +5.9% |
| 7D | +0.6% | +2.5% | -1.9% | -0.2% |
| 30D | -8.3% | +11.5% | -19.8% | -11.1% |
| 3M | -12.2% | -2.4% | -9.9% | -13.8% |
| 6M | +17.0% | +52.3% | -35.3% | -3.5% |
| YTD | +84.6% | +24.5% | +60.1% | +55.5% |
| 1Y | +199.8% | +97.3% | +102.5% | +141.8% |
| All | +199.8% | +100.6% | +99.2% | +141.8% |
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