+60.8%
DVA vs BRKR
+47.8%
+13.0%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -9.0% | +10.1% | +1.9% |
| 7D | +0.8% | -6.4% | +7.1% | +1.1% |
| 30D | +8.0% | -4.0% | +12.0% | +8.1% |
| 3M | +3.2% | +10.7% | -7.5% | +1.5% |
| 6M | +24.1% | +53.0% | -28.9% | +13.9% |
| YTD | +71.5% | +23.6% | +47.8% | +58.5% |
| 1Y | +60.8% | +45.0% | +15.8% | +38.8% |
| All | +60.8% | +47.8% | +13.0% | +38.8% |
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