+60.2%
EMR vs BTG
+94.8%
-34.6%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | -7.3% |
| 3M | +7.5% | +32.0% | -24.5% | +2.7% |
| 6M | +9.9% | +3.4% | +6.5% | +7.9% |
| YTD | +16.0% | +20.8% | -4.8% | +11.9% |
| 1Y | +12.4% | +22.4% | -10.0% | +7.5% |
| 3Y | +60.2% | +91.7% | -31.5% | +43.1% |
| All | +60.2% | +94.8% | -34.6% | +43.1% |
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