+468.0%
UUUU vs BRKR
+155.3%
+312.7%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.2% | -4.7% | -4.9% |
| 7D | -10.5% | -8.7% | -1.8% | -7.4% |
| 30D | -10.5% | -9.9% | -0.7% | -7.0% |
| 3M | -14.1% | -3.1% | -11.0% | -15.5% |
| 6M | -35.5% | +45.5% | -81.0% | -46.9% |
| YTD | -10.9% | +13.7% | -24.6% | -19.5% |
| 1Y | +3.4% | +67.4% | -64.1% | -21.7% |
| 3Y | +73.1% | -13.2% | +86.3% | +57.5% |
| 5Y | +87.1% | -39.5% | +126.6% | +99.5% |
| All | +468.0% | +155.3% | +312.7% | +208.2% |
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