-59.1%
UUUU vs BRKR
+55.8%
-115.0%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -6.5% | -1.3% | -5.6% |
| 7D | -6.9% | +10.2% | -17.1% | -9.6% |
| 30D | -32.3% | +5.8% | -38.1% | -33.3% |
| 3M | -52.8% | +10.6% | -63.4% | -54.4% |
| 6M | -68.5% | +41.2% | -109.7% | -74.2% |
| YTD | -53.6% | +32.5% | -86.2% | -64.4% |
| 1Y | -59.1% | +53.3% | -112.4% | -68.6% |
| All | -59.1% | +55.8% | -115.0% | -68.6% |
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