+191.1%
TRI vs BRKR
+155.3%
+35.7%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.2% | +2.0% | +1.7% |
| 7D | -7.9% | -8.7% | +0.8% | -6.7% |
| 30D | -4.5% | -9.9% | +5.3% | -3.2% |
| 3M | +22.1% | -3.1% | +25.2% | +20.7% |
| 6M | -2.8% | +45.5% | -48.3% | -11.3% |
| YTD | -23.4% | +13.7% | -37.1% | -27.1% |
| 1Y | -41.5% | +67.4% | -109.0% | -48.4% |
| 3Y | -19.2% | -13.2% | -6.0% | -22.6% |
| 5Y | -9.4% | -39.5% | +30.1% | -7.5% |
| All | +191.1% | +155.3% | +35.7% | +116.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling