+173.8%
ET vs BRKR
+155.3%
+18.4%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.6% | -0.8% |
| 7D | +0.2% | -8.7% | +8.9% | +1.8% |
| 30D | +2.9% | -9.9% | +12.7% | +4.6% |
| 3M | +16.8% | -3.1% | +19.9% | +15.8% |
| 6M | +18.9% | +45.5% | -26.6% | +7.1% |
| YTD | +37.7% | +13.7% | +24.0% | +30.0% |
| 1Y | +32.4% | +67.4% | -35.0% | +13.2% |
| 3Y | +99.5% | -13.2% | +112.7% | +89.4% |
| 5Y | +244.0% | -39.5% | +283.4% | +254.0% |
| All | +173.8% | +155.3% | +18.4% | +85.7% |
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 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