-24.3%
TMF vs BRKR
+65.8%
-90.1%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +12.9% | -10.5% | +1.8% |
| 7D | +4.0% | +2.9% | +1.1% | +3.7% |
| 30D | +19.5% | -0.1% | +19.6% | +19.3% |
| 3M | -3.5% | +26.9% | -30.5% | -5.3% |
| 6M | -10.6% | +75.6% | -86.2% | -16.0% |
| YTD | -17.1% | +35.8% | -52.9% | -22.2% |
| 1Y | -24.3% | +58.6% | -82.9% | -31.3% |
| All | -24.3% | +65.8% | -90.1% | -31.3% |
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