+35.7%
DVA vs BRKR
+100.6%
-64.9%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.5% | +2.8% | +1.4% |
| 7D | +1.8% | +2.5% | -0.7% | +1.5% |
| 30D | -2.5% | +11.5% | -14.0% | -3.8% |
| 3M | -4.3% | -2.4% | -1.9% | -4.4% |
| 6M | +18.9% | +52.3% | -33.4% | +9.7% |
| YTD | +61.9% | +24.5% | +37.5% | +52.0% |
| 1Y | +35.7% | +97.3% | -61.6% | +17.1% |
| All | +35.7% | +100.6% | -64.9% | +17.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling