+180.6%
DVA vs BRKR
+155.3%
+25.2%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.4% | +0.2% |
| 7D | -1.3% | -8.7% | +7.3% | +0.6% |
| 30D | 0.0% | -9.9% | +9.9% | +2.1% |
| 3M | -10.9% | -3.1% | -7.8% | -11.9% |
| 6M | +17.3% | +45.5% | -28.2% | +4.2% |
| YTD | +59.8% | +13.7% | +46.1% | +49.4% |
| 1Y | +36.3% | +67.4% | -31.2% | +14.4% |
| 3Y | +88.6% | -13.2% | +101.8% | +78.6% |
| 5Y | +47.5% | -39.5% | +87.0% | +51.5% |
| All | +180.6% | +155.3% | +25.2% | +86.1% |
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 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