+253.5%
EME vs BRKR
-11.8%
+265.2%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.2% | +4.6% | +4.4% |
| 7D | +3.5% | -8.7% | +12.2% | +5.3% |
| 30D | -6.3% | -9.9% | +3.5% | -4.6% |
| 3M | -3.8% | -3.1% | -0.7% | -4.1% |
| 6M | +8.5% | +45.5% | -37.0% | -1.1% |
| YTD | +27.8% | +13.7% | +14.1% | +21.8% |
| 1Y | +22.2% | +67.4% | -45.2% | +7.0% |
| 3Y | +253.5% | -13.2% | +266.7% | +246.9% |
| All | +253.5% | -11.8% | +265.2% | +246.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling