+292.2%
DOV vs BRKR
+155.3%
+136.9%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.1% | +1.0% |
| 7D | -2.0% | -8.7% | +6.7% | +0.7% |
| 30D | -8.9% | -9.9% | +1.0% | -6.3% |
| 3M | -13.3% | -3.1% | -10.2% | -14.7% |
| 6M | -9.7% | +45.5% | -55.2% | -23.9% |
| YTD | -2.5% | +13.7% | -16.1% | -11.3% |
| 1Y | +7.2% | +67.4% | -60.2% | -15.8% |
| 3Y | +39.4% | -13.2% | +52.6% | +29.8% |
| 5Y | +15.8% | -39.5% | +55.3% | +21.4% |
| All | +292.2% | +155.3% | +136.9% | +142.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling