+6.6%
DOCS vs BRKR
-10.1%
+16.7%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -6.8% | +5.8% | -0.1% |
| 7D | -8.1% | -7.8% | -0.3% | -7.2% |
| 30D | -5.6% | -3.4% | -2.3% | -5.3% |
| 3M | +18.3% | -4.8% | +23.1% | +17.8% |
| 6M | -5.1% | +46.7% | -51.8% | -11.1% |
| YTD | -45.4% | +15.8% | -61.2% | -47.3% |
| 1Y | -65.2% | +75.4% | -140.6% | -67.8% |
| All | +6.6% | -10.1% | +16.7% | -3.6% |
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 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