+295.2%
WBD vs BRKR
+1,231.2%
-935.9%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.3% | -0.5% |
| 7D | -0.7% | -8.7% | +7.9% | +1.3% |
| 30D | +1.4% | -9.9% | +11.3% | +3.6% |
| 3M | +4.4% | -3.1% | +7.5% | +3.6% |
| 6M | +0.8% | +45.5% | -44.7% | -10.4% |
| YTD | -2.7% | +13.7% | -16.4% | -8.8% |
| 1Y | +73.4% | +67.4% | +6.0% | +46.7% |
| 3Y | +142.1% | -13.2% | +155.4% | +133.2% |
| 5Y | +7.2% | -39.5% | +46.7% | +10.3% |
| 10Y | +14.2% | +153.5% | -139.2% | -17.3% |
| All | +295.2% | +1,231.2% | -935.9% | +93.1% |
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