+54.7%
DOC vs BRKR
+8.2%
+46.5%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.1% | -2.3% | -0.5% |
| 7D | -0.9% | +0.5% | -1.3% | -1.0% |
| 30D | +7.7% | +10.8% | -3.0% | +5.9% |
| 3M | -2.0% | +6.4% | -8.4% | -3.4% |
| 6M | +5.9% | +40.7% | -34.8% | -2.0% |
| YTD | +31.8% | +31.2% | +0.7% | +22.2% |
| 1Y | +22.5% | +48.0% | -25.5% | +11.4% |
| 3Y | +54.7% | +8.1% | +46.7% | +30.4% |
| All | +54.7% | +8.2% | +46.5% | +30.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling