+25.0%
XLV vs BRKR
+47.1%
-22.1%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.3% | +2.7% | -0.3% |
| 7D | +1.6% | +3.9% | -2.3% | +1.2% |
| 30D | +10.7% | +7.4% | +3.3% | +9.9% |
| 3M | +11.9% | +1.9% | +10.1% | +11.4% |
| 6M | +29.8% | +35.1% | -5.3% | +23.7% |
| YTD | +22.8% | +28.5% | -5.6% | +17.1% |
| 1Y | +25.0% | +42.6% | -17.6% | +15.0% |
| All | +25.0% | +47.1% | -22.1% | +15.0% |
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 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