+1,285.8%
WDC vs BRKR
-11.8%
+1,297.6%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +0.5% |
| 3M | -15.5% | -3.1% | -12.4% | -16.3% |
| 6M | +66.5% | +45.5% | +21.0% | +49.5% |
| YTD | +159.9% | +13.7% | +146.2% | +145.9% |
| 1Y | +366.0% | +67.4% | +298.5% | +302.9% |
| 3Y | +1,285.8% | -13.2% | +1,299.0% | +1,330.7% |
| All | +1,285.8% | -11.8% | +1,297.6% | +1,330.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling