+45.0%
EEM vs BRKR
-39.7%
+84.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.2% | +1.5% | +1.3% |
| 7D | -1.3% | -8.7% | +7.4% | +0.1% |
| 30D | +2.1% | -9.9% | +11.9% | +3.6% |
| 3M | +1.0% | -3.1% | +4.1% | +0.4% |
| 6M | +15.9% | +45.5% | -29.6% | +6.9% |
| YTD | +24.6% | +13.7% | +11.0% | +19.2% |
| 1Y | +32.3% | +67.4% | -35.2% | +17.9% |
| 3Y | +85.9% | -13.2% | +99.1% | +79.6% |
| All | +45.0% | -39.7% | +84.7% | +41.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling