+26.9%
WMT vs BRKR
+47.8%
-20.9%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -9.0% | +7.9% | -1.7% |
| 7D | +5.3% | -6.4% | +11.7% | +4.9% |
| 30D | +19.1% | -4.0% | +23.2% | +18.9% |
| 3M | +14.0% | +10.7% | +3.2% | +14.9% |
| 6M | -1.9% | +53.0% | -54.9% | +1.1% |
| YTD | +15.4% | +23.6% | -8.3% | +16.6% |
| 1Y | +26.9% | +45.0% | -18.1% | +31.4% |
| All | +26.9% | +47.8% | -20.9% | +31.4% |
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