-22.1%
DOC vs BRKR
-24.4%
+2.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +5.5% |
| 3M | -2.0% | +6.4% | -8.4% | -3.8% |
| 6M | +5.9% | +40.7% | -34.8% | -3.2% |
| YTD | +31.8% | +31.2% | +0.7% | +21.0% |
| 1Y | +22.5% | +48.0% | -25.5% | +9.8% |
| 3Y | +54.7% | +8.1% | +46.7% | +41.5% |
| All | -22.1% | -24.4% | +2.3% | -27.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling