+43.2%
TER vs BRKR
+65.8%
-22.7%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +12.9% | -19.7% | -10.7% |
| 7D | -19.9% | +2.9% | -22.8% | -20.7% |
| 30D | -43.5% | -0.1% | -43.4% | -43.6% |
| 3M | -37.8% | +26.9% | -64.7% | -42.8% |
| 6M | -25.6% | +75.6% | -101.2% | -44.5% |
| YTD | +29.8% | +35.8% | -6.0% | -0.1% |
| 1Y | +43.2% | +58.6% | -15.5% | +9.5% |
| All | +43.2% | +65.8% | -22.7% | +9.5% |
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 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