+729.9%
WFC vs BRKR
+172.5%
+557.4%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.2% | +1.0% |
| 7D | +0.4% | -8.7% | +9.0% | +1.9% |
| 30D | +1.5% | -9.9% | +11.4% | +3.2% |
| 3M | +10.2% | -3.1% | +13.3% | +9.5% |
| 6M | +18.8% | +45.5% | -26.7% | +8.6% |
| YTD | -1.5% | +13.7% | -15.2% | -6.2% |
| 1Y | +13.5% | +67.4% | -53.9% | +0.1% |
| 3Y | +135.0% | -13.2% | +148.2% | +126.2% |
| 5Y | +130.1% | -39.5% | +169.5% | +132.9% |
| 10Y | +144.1% | +153.5% | -9.4% | +90.0% |
| All | +729.9% | +172.5% | +557.4% | +402.1% |
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 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