+85.9%
EEM vs BTG
+94.8%
-8.9%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.4% | +0.9% | +1.2% |
| 7D | -1.3% | -3.8% | +2.5% | -0.6% |
| 30D | +2.1% | +3.6% | -1.6% | +1.3% |
| 3M | +1.0% | +32.0% | -31.0% | -4.1% |
| 6M | +15.9% | +3.4% | +12.6% | +13.7% |
| YTD | +24.6% | +20.8% | +3.9% | +19.2% |
| 1Y | +32.3% | +22.4% | +9.9% | +25.5% |
| 3Y | +85.9% | +91.7% | -5.8% | +61.8% |
| All | +85.9% | +94.8% | -8.9% | +61.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling