+33.6%
WELL vs BRKR
+47.8%
-14.2%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -9.0% | +8.0% | -1.1% |
| 7D | +5.3% | -6.4% | +11.6% | +5.1% |
| 30D | +8.7% | -4.0% | +12.7% | +8.7% |
| 3M | +3.8% | +10.7% | -6.9% | +4.1% |
| 6M | +15.4% | +53.0% | -37.7% | +16.2% |
| YTD | +33.7% | +23.6% | +10.0% | +32.4% |
| 1Y | +33.6% | +45.0% | -11.4% | +30.1% |
| All | +33.6% | +47.8% | -14.2% | +30.1% |
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