+30.4%
DGX vs BRKR
+75.9%
-45.6%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.2% | +1.9% | +1.7% |
| 7D | -0.9% | -8.7% | +7.8% | -0.5% |
| 30D | -1.2% | -9.9% | +8.7% | -0.8% |
| 3M | +15.8% | -3.1% | +18.9% | +15.7% |
| 6M | +18.2% | +45.5% | -27.3% | +16.1% |
| YTD | +37.2% | +13.7% | +23.5% | +33.3% |
| 1Y | +30.4% | +67.4% | -37.1% | +32.8% |
| All | +30.4% | +75.9% | -45.6% | +32.8% |
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