+62.2%
DOCU vs BRKR
+86.5%
-24.3%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -6.8% | +5.8% | +1.5% |
| 7D | -1.4% | -7.8% | +6.3% | +1.4% |
| 30D | +8.1% | -3.4% | +11.4% | +9.0% |
| 3M | +43.0% | -4.8% | +47.8% | +40.5% |
| 6M | +32.4% | +46.7% | -14.3% | +6.3% |
| YTD | -5.8% | +15.8% | -21.6% | -17.0% |
| 1Y | -19.2% | +75.4% | -94.7% | -42.2% |
| 3Y | +28.4% | -10.3% | +38.6% | +13.6% |
| 5Y | -77.1% | -38.8% | -38.3% | -75.4% |
| All | +62.2% | +86.5% | -24.3% | -3.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling