+1,398.8%
TRV vs BRKR
+172.5%
+1,226.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.2% | +2.3% | +2.1% |
| 7D | +1.9% | -8.7% | +10.6% | +2.9% |
| 30D | +1.7% | -9.9% | +11.6% | +2.8% |
| 3M | +23.9% | -3.1% | +27.0% | +23.3% |
| 6M | +26.3% | +45.5% | -19.2% | +19.1% |
| YTD | +30.8% | +13.7% | +17.1% | +26.6% |
| 1Y | +36.3% | +67.4% | -31.1% | +25.5% |
| 3Y | +145.0% | -13.2% | +158.2% | +138.0% |
| 5Y | +163.9% | -39.5% | +203.4% | +164.2% |
| 10Y | +305.8% | +153.5% | +152.3% | +238.5% |
| All | +1,398.8% | +172.5% | +1,226.3% | +900.4% |
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 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