+6,005.3%
WAB vs BRKR
+172.5%
+5,832.8%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.2% | +1.3% | +1.1% |
| 7D | +0.1% | -8.7% | +8.8% | +1.8% |
| 30D | -4.1% | -9.9% | +5.8% | -2.3% |
| 3M | +8.2% | -3.1% | +11.3% | +7.5% |
| 6M | +15.4% | +45.5% | -30.1% | +5.2% |
| YTD | +33.1% | +13.7% | +19.5% | +26.7% |
| 1Y | +48.1% | +67.4% | -19.4% | +30.0% |
| 3Y | +167.7% | -13.2% | +180.9% | +158.2% |
| 5Y | +225.7% | -39.5% | +265.2% | +232.7% |
| 10Y | +293.7% | +153.5% | +140.3% | +204.2% |
| All | +6,005.3% | +172.5% | +5,832.8% | +3,306.8% |
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 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