+273.0%
EMR vs BTG
+159.3%
+113.7%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.4% | +2.2% | +2.5% |
| 7D | -0.4% | -3.8% | +3.3% | -0.1% |
| 30D | -6.8% | +3.6% | -10.4% | -7.1% |
| 3M | +7.5% | +32.0% | -24.5% | +4.3% |
| 6M | +9.9% | +3.4% | +6.5% | +8.7% |
| YTD | +16.0% | +20.8% | -4.8% | +13.1% |
| 1Y | +12.4% | +22.4% | -10.0% | +9.2% |
| 3Y | +60.2% | +91.7% | -31.5% | +48.2% |
| 5Y | +67.9% | +79.0% | -11.1% | +54.9% |
| All | +273.0% | +159.3% | +113.7% | +247.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling