-11.1%
WU vs BRKR
+47.8%
-58.9%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -9.0% | +15.5% | +6.3% |
| 7D | +13.0% | -6.4% | +19.4% | +12.6% |
| 30D | +14.3% | -4.0% | +18.4% | +14.0% |
| 3M | +0.1% | +10.7% | -10.6% | +0.4% |
| 6M | -17.7% | +53.0% | -70.7% | -21.6% |
| YTD | -17.3% | +23.6% | -41.0% | -19.5% |
| 1Y | -11.1% | +45.0% | -56.1% | -14.4% |
| All | -11.1% | +47.8% | -58.9% | -14.4% |
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