+123.0%
XRT vs BRKR
+155.3%
-32.4%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.2% | +1.6% | +1.5% |
| 7D | -3.2% | -8.7% | +5.5% | -0.7% |
| 30D | -4.5% | -9.9% | +5.4% | -1.9% |
| 3M | -3.1% | -3.1% | 0.0% | -4.5% |
| 6M | +4.2% | +45.5% | -41.3% | -11.2% |
| YTD | -0.1% | +13.7% | -13.8% | -8.5% |
| 1Y | -3.0% | +67.4% | -70.5% | -22.8% |
| 3Y | +41.8% | -13.2% | +55.0% | +33.1% |
| 5Y | -1.3% | -39.5% | +38.2% | +2.8% |
| All | +123.0% | +155.3% | -32.4% | +49.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling