+135.9%
WMT vs BRKR
-39.7%
+175.6%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.2% | +1.6% | +1.3% |
| 7D | 0.0% | -8.7% | +8.7% | +0.3% |
| 30D | -7.4% | -9.9% | +2.4% | -7.2% |
| 3M | -10.9% | -3.1% | -7.8% | -11.1% |
| 6M | -12.7% | +45.5% | -58.2% | -14.7% |
| YTD | -3.2% | +13.7% | -16.9% | -4.4% |
| 1Y | +5.3% | +67.4% | -62.2% | +1.1% |
| 3Y | +101.9% | -13.2% | +115.1% | +98.5% |
| All | +135.9% | -39.7% | +175.6% | +127.0% |
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