-3.8%
DOC vs BRKR
+171.0%
-174.7%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.6% |
| 7D | -1.5% | +4.2% | -5.7% | -2.4% |
| 30D | -3.7% | +9.3% | -13.0% | -5.9% |
| 3M | +5.2% | +3.8% | +1.4% | +2.7% |
| 6M | +22.5% | +59.5% | -37.0% | +6.0% |
| YTD | +33.2% | +24.2% | +9.0% | +22.0% |
| 1Y | +19.8% | +90.5% | -70.6% | -2.5% |
| 3Y | +23.8% | -3.8% | +27.6% | +14.8% |
| 5Y | -25.4% | -34.8% | +9.4% | -24.1% |
| 10Y | -3.8% | +167.6% | -171.4% | -32.2% |
| All | -3.8% | +171.0% | -174.7% | -32.2% |
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