-75.8%
DOCU vs BRKR
-39.7%
-36.0%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.1% |
| 7D | -4.0% | -8.7% | +4.6% | -1.1% |
| 30D | +13.0% | -9.9% | +22.8% | +16.8% |
| 3M | +47.4% | -3.1% | +50.4% | +43.6% |
| 6M | +36.8% | +45.5% | -8.7% | +10.5% |
| YTD | -4.0% | +13.7% | -17.7% | -14.5% |
| 1Y | -18.2% | +67.4% | -85.6% | -40.3% |
| 3Y | +39.7% | -13.2% | +52.9% | +23.5% |
| All | -75.8% | -39.7% | -36.0% | -72.3% |
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