+69.4%
EMR vs BRKR
-39.7%
+109.2%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.2% | +2.8% | +2.6% |
| 7D | -0.4% | -8.7% | +8.3% | +1.8% |
| 30D | -6.8% | -9.9% | +3.1% | -4.6% |
| 3M | +7.5% | -3.1% | +10.6% | +6.4% |
| 6M | +9.9% | +45.5% | -35.6% | -3.3% |
| YTD | +16.0% | +13.7% | +2.3% | +8.3% |
| 1Y | +12.4% | +67.4% | -55.0% | -5.5% |
| 3Y | +60.2% | -13.2% | +73.5% | +51.1% |
| All | +69.4% | -39.7% | +109.2% | +61.8% |
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 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