+366.0%
WDC vs BRKR
+75.9%
+290.0%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.2% | -2.7% | -2.9% |
| 7D | -4.3% | -8.7% | +4.4% | -2.4% |
| 30D | -1.5% | -9.9% | +8.4% | +0.7% |
| 3M | -15.5% | -3.1% | -12.4% | -16.9% |
| 6M | +66.5% | +45.5% | +21.0% | +46.6% |
| YTD | +159.9% | +13.7% | +146.2% | +145.2% |
| 1Y | +366.0% | +67.4% | +298.5% | +272.8% |
| All | +366.0% | +75.9% | +290.0% | +272.8% |
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