+14,277.5%
EME vs BRKR
+172.5%
+14,105.0%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.2% | +4.6% | +4.4% |
| 7D | +3.5% | -8.7% | +12.2% | +5.2% |
| 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% | -0.4% |
| YTD | +27.8% | +13.7% | +14.1% | +22.2% |
| 1Y | +22.2% | +67.4% | -45.2% | +8.2% |
| 3Y | +253.5% | -13.2% | +266.7% | +243.8% |
| 5Y | +578.6% | -39.5% | +618.1% | +594.8% |
| 10Y | +1,355.6% | +153.5% | +1,202.1% | +1,051.0% |
| All | +14,277.5% | +172.5% | +14,105.0% | +8,839.4% |
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