+7,482.9%
TPR vs BRKR
+37.3%
+7,445.6%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.2% | +2.5% | +2.3% |
| 7D | -3.0% | -8.7% | +5.7% | -1.0% |
| 30D | -22.6% | -9.9% | -12.8% | -20.9% |
| 3M | -18.2% | -3.1% | -15.1% | -18.9% |
| 6M | -18.0% | +45.5% | -63.5% | -26.6% |
| YTD | -6.4% | +13.7% | -20.1% | -11.9% |
| 1Y | +12.3% | +67.4% | -55.1% | -3.9% |
| 3Y | +298.7% | -13.2% | +311.9% | +283.8% |
| 5Y | +232.5% | -39.5% | +272.0% | +244.6% |
| 10Y | +323.8% | +153.5% | +170.3% | +227.9% |
| All | +7,482.9% | +37.3% | +7,445.6% | +4,422.7% |
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