+128.5%
EEM vs BRKR
+155.3%
-26.8%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.2% | +1.5% | +1.3% |
| 7D | -1.3% | -8.7% | +7.4% | +0.7% |
| 30D | +2.1% | -9.9% | +11.9% | +4.3% |
| 3M | +1.0% | -3.1% | +4.1% | +0.2% |
| 6M | +15.9% | +45.5% | -29.6% | +3.4% |
| YTD | +24.6% | +13.7% | +11.0% | +17.2% |
| 1Y | +32.3% | +67.4% | -35.2% | +12.1% |
| 3Y | +85.9% | -13.2% | +99.1% | +77.1% |
| 5Y | +45.4% | -39.5% | +84.8% | +50.5% |
| All | +128.5% | +155.3% | -26.8% | +55.2% |
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