+72.3%
BA vs EEM
+124.9%
-52.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.9% |
| 7D | +2.5% | +3.1% | -0.6% | -0.6% |
| 30D | -10.1% | +4.9% | -15.0% | -14.5% |
| 3M | -2.4% | +5.2% | -7.6% | -8.4% |
| 6M | -8.8% | +20.7% | -29.5% | -26.8% |
| YTD | -2.9% | +26.5% | -29.4% | -26.5% |
| 1Y | -8.8% | +37.8% | -46.6% | -37.2% |
| 3Y | -0.3% | +91.0% | -91.2% | -52.4% |
| 5Y | -0.3% | +47.0% | -47.3% | -36.0% |
| 10Y | +72.3% | +125.6% | -53.2% | -20.5% |
| All | +72.3% | +124.9% | -52.6% | -20.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EEM.
Daily Out/Under-Performance
Portfolio return minus EEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EEM 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 EEM 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