+20.7%
XYZ vs BRKR
+65.8%
-45.1%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | +12.9% | +2.4% | +11.9% |
| 7D | +16.5% | +2.9% | +13.6% | +15.3% |
| 30D | +15.0% | -0.1% | +15.1% | +14.3% |
| 3M | +3.5% | +26.9% | -23.4% | -2.8% |
| 6M | +21.9% | +75.6% | -53.7% | -4.5% |
| YTD | +34.6% | +35.8% | -1.2% | +15.2% |
| 1Y | +20.7% | +58.6% | -37.9% | -5.5% |
| All | +20.7% | +65.8% | -45.1% | -5.5% |
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