+19,324.5%
WDC vs BRKR
+172.5%
+19,152.0%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.2% | -2.7% | -2.9% |
| 7D | -4.3% | -8.7% | +4.4% | -2.0% |
| 30D | -1.5% | -9.9% | +8.4% | +1.0% |
| 3M | -15.5% | -3.1% | -12.4% | -16.2% |
| 6M | +66.5% | +45.5% | +21.0% | +46.3% |
| YTD | +159.9% | +13.7% | +146.2% | +143.3% |
| 1Y | +366.0% | +67.4% | +298.5% | +289.7% |
| 3Y | +1,285.8% | -13.2% | +1,299.0% | +1,226.3% |
| 5Y | +925.6% | -39.5% | +965.0% | +970.5% |
| 10Y | +1,206.5% | +153.5% | +1,053.1% | +833.4% |
| All | +19,324.5% | +172.5% | +19,152.0% | +8,647.6% |
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