+20.1%
W vs BRKR
+100.6%
-80.5%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.5% | +4.1% | +2.6% |
| 7D | -4.2% | +2.5% | -6.7% | -4.3% |
| 30D | -7.6% | +11.5% | -19.1% | -8.1% |
| 3M | +37.2% | -2.4% | +39.5% | +33.6% |
| 6M | +26.3% | +52.3% | -26.0% | +4.7% |
| YTD | -1.0% | +24.5% | -25.4% | -13.4% |
| 1Y | +20.1% | +97.3% | -77.3% | -3.8% |
| All | +20.1% | +100.6% | -80.5% | -3.8% |
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