+5.5%
URI vs BRKR
+100.6%
-95.0%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.5% | +3.1% | +1.8% |
| 7D | -2.0% | +2.5% | -4.5% | -2.3% |
| 30D | -12.9% | +11.5% | -24.4% | -14.5% |
| 3M | -6.7% | -2.4% | -4.4% | -7.6% |
| 6M | +19.0% | +52.3% | -33.3% | +8.0% |
| YTD | +25.5% | +24.5% | +1.1% | +21.3% |
| 1Y | +5.5% | +97.3% | -91.8% | -10.0% |
| All | +5.5% | +100.6% | -95.0% | -10.0% |
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