-16.1%
BA vs EEM
+71.8%
-87.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.5% | -0.3% | -0.8% |
| 7D | -0.6% | +5.3% | -5.9% | -3.9% |
| 30D | -8.0% | -7.0% | -1.0% | -3.9% |
| 3M | -25.8% | -8.0% | -17.8% | -22.1% |
| 6M | -27.6% | -6.6% | -20.9% | -25.8% |
| YTD | -21.0% | +12.3% | -33.3% | -31.0% |
| 1Y | -12.3% | +12.2% | -24.4% | -23.3% |
| All | -16.1% | +71.8% | -87.9% | -48.9% |
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