+15.2%
U vs BRKR
+47.8%
-32.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.9% | -9.0% | +23.9% | +16.2% |
| 7D | +24.3% | -6.4% | +30.6% | +24.8% |
| 30D | +8.6% | -4.0% | +12.6% | +8.4% |
| 3M | +37.6% | +10.7% | +26.8% | +32.6% |
| 6M | +78.5% | +53.0% | +25.5% | +45.2% |
| YTD | +10.5% | +23.6% | -13.2% | -1.5% |
| 1Y | +15.2% | +45.0% | -29.8% | -7.8% |
| All | +15.2% | +47.8% | -32.6% | -7.8% |
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