+3.7%
U vs BRKR
+100.6%
-96.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.5% | +0.5% | -0.7% |
| 7D | -3.8% | +2.5% | -6.3% | -4.3% |
| 30D | +17.5% | +11.5% | +6.0% | +14.8% |
| 3M | +38.7% | -2.4% | +41.1% | +36.8% |
| 6M | +104.4% | +52.3% | +52.1% | +75.5% |
| YTD | -5.7% | +24.5% | -30.2% | -14.2% |
| 1Y | +3.7% | +97.3% | -93.7% | -11.6% |
| All | +3.7% | +100.6% | -96.9% | -11.6% |
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