+2,889.2%
V vs BRKR
+261.7%
+2,627.4%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.1% | +0.9% |
| 7D | -1.2% | -8.7% | +7.4% | +0.7% |
| 30D | +3.1% | -9.9% | +12.9% | +5.2% |
| 3M | +16.3% | -3.1% | +19.4% | +15.1% |
| 6M | +20.4% | +45.5% | -25.1% | +6.9% |
| YTD | +6.3% | +13.7% | -7.4% | -0.6% |
| 1Y | +8.7% | +67.4% | -58.7% | -8.1% |
| 3Y | +53.3% | -13.2% | +66.5% | +44.3% |
| 5Y | +71.1% | -39.5% | +110.5% | +72.9% |
| 10Y | +388.8% | +153.5% | +235.3% | +241.6% |
| All | +2,889.2% | +261.7% | +2,627.4% | +1,694.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling