+20.8%
DOC vs BRKR
+209.3%
-188.5%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +8.5% | -6.8% | -0.1% |
| 7D | +5.9% | +19.5% | -13.6% | +1.5% |
| 30D | +10.3% | +13.1% | -2.8% | +6.6% |
| 3M | -2.2% | +24.7% | -26.9% | -8.1% |
| 6M | +8.2% | +50.9% | -42.7% | -5.4% |
| YTD | +35.4% | +41.7% | -6.3% | +19.1% |
| 1Y | +23.6% | +67.3% | -43.7% | +4.0% |
| 3Y | +57.3% | +17.6% | +39.6% | +37.5% |
| 5Y | -19.6% | -18.1% | -1.5% | -23.7% |
| 10Y | +20.8% | +210.9% | -190.1% | -15.1% |
| All | +20.8% | +209.3% | -188.5% | -15.1% |
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 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