+1,344.7%
EME vs BRKR
+155.3%
+1,189.4%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.2% | +4.6% | +4.4% |
| 7D | +3.5% | -8.7% | +12.2% | +6.3% |
| 30D | -6.3% | -9.9% | +3.5% | -3.6% |
| 3M | -3.8% | -3.1% | -0.7% | -4.5% |
| 6M | +8.5% | +45.5% | -37.0% | -6.7% |
| YTD | +27.8% | +13.7% | +14.1% | +17.9% |
| 1Y | +22.2% | +67.4% | -45.2% | -1.7% |
| 3Y | +253.5% | -13.2% | +266.7% | +234.3% |
| 5Y | +578.6% | -39.5% | +618.1% | +615.9% |
| All | +1,344.7% | +155.3% | +1,189.4% | +766.8% |
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 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