-26.4%
BA vs EEM
+31.5%
-57.9%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.3% | +0.3% |
| 7D | -1.1% | +2.7% | -3.8% | -3.3% |
| 30D | -7.1% | -5.4% | -1.7% | -3.3% |
| 3M | -25.5% | -8.6% | -16.9% | -20.5% |
| 6M | -28.7% | -8.9% | -19.8% | -24.8% |
| YTD | -21.0% | +11.9% | -32.9% | -32.1% |
| 1Y | -11.9% | +13.1% | -24.9% | -25.0% |
| 3Y | -16.2% | +70.7% | -86.8% | -53.5% |
| All | -26.4% | +31.5% | -57.9% | -42.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling