-1.8%
BA vs EEM
+90.7%
-92.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.8% | -1.0% | -0.4% |
| 7D | +1.2% | +2.3% | -1.2% | -0.4% |
| 30D | -11.6% | +4.5% | -16.2% | -14.3% |
| 3M | -2.4% | -0.1% | -2.3% | -3.1% |
| 6M | -6.6% | +16.9% | -23.6% | -18.5% |
| YTD | -2.2% | +26.2% | -28.5% | -20.5% |
| 1Y | -8.0% | +40.5% | -48.5% | -31.8% |
| All | -1.8% | +90.7% | -92.4% | -45.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling