+417.4%
WDC vs BRKR
+100.6%
+316.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.5% | +7.4% | +6.2% |
| 7D | +1.7% | +2.5% | -0.7% | +1.1% |
| 30D | -10.0% | +11.5% | -21.5% | -12.5% |
| 3M | -18.8% | -2.4% | -16.4% | -19.8% |
| 6M | +79.0% | +52.3% | +26.7% | +56.9% |
| YTD | +171.6% | +24.5% | +147.1% | +151.2% |
| 1Y | +417.4% | +97.3% | +320.0% | +301.1% |
| All | +417.4% | +100.6% | +316.8% | +301.1% |
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 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