+19.8%
DOC vs BRKR
+90.1%
-70.3%
-17.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.7% |
| 7D | -1.5% | +4.2% | -5.7% | -1.9% |
| 30D | -3.7% | +9.3% | -13.0% | -4.8% |
| 3M | +5.2% | +3.8% | +1.4% | +3.6% |
| 6M | +22.5% | +59.5% | -37.0% | +9.4% |
| YTD | +33.2% | +24.2% | +9.0% | +21.9% |
| 1Y | +19.8% | +90.5% | -70.6% | +3.0% |
| All | +19.8% | +90.1% | -70.3% | +3.0% |
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