-52.1%
WU vs BRKR
-39.7%
-12.4%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.6% |
| 7D | -3.5% | -8.7% | +5.2% | -2.5% |
| 30D | -2.9% | -9.9% | +6.9% | -1.8% |
| 3M | -2.3% | -3.1% | +0.8% | -3.4% |
| 6M | -25.4% | +45.5% | -70.9% | -31.4% |
| YTD | -21.2% | +13.7% | -34.9% | -24.8% |
| 1Y | -8.9% | +67.4% | -76.3% | -19.4% |
| 3Y | -29.0% | -13.2% | -15.7% | -31.7% |
| All | -52.1% | -39.7% | -12.4% | -56.7% |
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