+28,780.7%
BRO vs DOC
+2,926.9%
+25,853.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +0.9% | +0.7% |
| 7D | +9.9% | +6.2% | +3.7% | +8.1% |
| 30D | +22.3% | +6.5% | +15.8% | +20.3% |
| 3M | +5.3% | -6.2% | +11.6% | +7.2% |
| 6M | +30.3% | +25.6% | +4.8% | +21.6% |
| YTD | -5.7% | +32.1% | -37.8% | -13.6% |
| 1Y | -3.5% | +20.3% | -23.8% | -9.3% |
| 3Y | +7.9% | +42.7% | -34.9% | -4.8% |
| 5Y | +24.5% | -22.2% | +46.6% | +29.3% |
| 10Y | +346.5% | +16.5% | +330.0% | +298.6% |
| All | +28,780.7% | +2,926.9% | +25,853.9% | +10,582.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 all: compounded portfolio wealth divided by compounded DOC 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…
all analysis · Full analysis span regression · 6 months rolling