+7,162.0%
DVA vs BRKR
+172.5%
+6,989.5%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.4% | +0.2% |
| 7D | -1.3% | -8.7% | +7.3% | -0.3% |
| 30D | 0.0% | -9.9% | +9.9% | +1.1% |
| 3M | -10.9% | -3.1% | -7.8% | -11.3% |
| 6M | +17.3% | +45.5% | -28.2% | +10.8% |
| YTD | +59.8% | +13.7% | +46.1% | +54.9% |
| 1Y | +36.3% | +67.4% | -31.2% | +25.6% |
| 3Y | +88.6% | -13.2% | +101.8% | +84.6% |
| 5Y | +47.5% | -39.5% | +87.0% | +49.0% |
| 10Y | +185.2% | +153.5% | +31.8% | +144.2% |
| All | +7,162.0% | +172.5% | +6,989.5% | +4,961.7% |
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