+1,186.3%
URI vs BRKR
+155.3%
+1,030.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | +0.1% |
| 7D | -2.1% | -8.7% | +6.6% | +1.3% |
| 30D | -12.4% | -9.9% | -2.6% | -9.1% |
| 3M | -7.3% | -3.1% | -4.2% | -9.0% |
| 6M | +27.2% | +45.5% | -18.3% | +2.4% |
| YTD | +23.0% | +13.7% | +9.3% | +9.8% |
| 1Y | +3.9% | +67.4% | -63.5% | -23.2% |
| 3Y | +121.6% | -13.2% | +134.8% | +103.9% |
| 5Y | +201.1% | -39.5% | +240.5% | +223.9% |
| All | +1,186.3% | +155.3% | +1,030.9% | +650.9% |
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