+22.6%
DOC vs BRKR
+100.6%
-77.9%
-17.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.3% | -1.6% |
| 7D | -1.5% | +2.5% | -4.0% | -1.8% |
| 30D | -4.8% | +11.5% | -16.3% | -6.1% |
| 3M | +6.9% | -2.4% | +9.3% | +6.2% |
| 6M | +20.7% | +52.3% | -31.6% | +8.4% |
| YTD | +34.1% | +24.5% | +9.7% | +22.7% |
| 1Y | +22.6% | +97.3% | -74.7% | +4.1% |
| All | +22.6% | +100.6% | -77.9% | +4.1% |
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