+48.9%
WM vs BRKR
-39.7%
+88.6%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | +0.1% | -0.2% |
| 7D | -2.1% | -8.7% | +6.6% | -1.6% |
| 30D | -5.3% | -9.9% | +4.6% | -4.8% |
| 3M | -2.0% | -3.1% | +1.1% | -2.3% |
| 6M | -8.6% | +45.5% | -54.1% | -12.0% |
| YTD | -1.6% | +13.7% | -15.3% | -3.3% |
| 1Y | -1.2% | +67.4% | -68.6% | -6.4% |
| 3Y | +41.9% | -13.2% | +55.1% | +41.1% |
| All | +48.9% | -39.7% | +88.6% | +54.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling