+40.5%
EEM vs BTG
+38.4%
+2.1%
-14.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.4% | +3.2% | +2.1% |
| 7D | +2.3% | -0.9% | +3.2% | +2.4% |
| 30D | +4.5% | +36.8% | -32.3% | -1.7% |
| 3M | -0.1% | +23.1% | -23.2% | -4.4% |
| 6M | +16.9% | +3.5% | +13.5% | +14.2% |
| YTD | +26.2% | +25.5% | +0.7% | +20.3% |
| 1Y | +40.5% | +40.1% | +0.4% | +33.2% |
| All | +40.5% | +38.4% | +2.1% | +33.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 1y: compounded portfolio wealth divided by compounded BTG 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…
1y analysis · Full analysis span regression · 6 months rolling