+253.5%
EME vs BTG
+94.8%
+158.6%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.4% | +3.9% | +4.3% |
| 7D | +3.5% | -3.8% | +7.3% | +4.0% |
| 30D | -6.3% | +3.6% | -10.0% | -6.9% |
| 3M | -3.8% | +32.0% | -35.8% | -7.7% |
| 6M | +8.5% | +3.4% | +5.1% | +6.4% |
| YTD | +27.8% | +20.8% | +7.0% | +22.7% |
| 1Y | +22.2% | +22.4% | -0.2% | +16.4% |
| 3Y | +253.5% | +91.7% | +161.8% | +210.4% |
| All | +253.5% | +94.8% | +158.6% | +210.4% |
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