+838.5%
BA vs EEM
+729.9%
+108.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.2% | -1.7% | -0.9% |
| 7D | +1.1% | -2.8% | +3.9% | +2.8% |
| 30D | -7.9% | -11.9% | +4.0% | -0.4% |
| 3M | -25.3% | -8.8% | -16.6% | -21.2% |
| 6M | -24.6% | -11.6% | -13.0% | -19.5% |
| YTD | -20.1% | +9.0% | -29.1% | -25.8% |
| 1Y | -11.8% | +10.6% | -22.3% | -18.8% |
| 3Y | -10.1% | +64.4% | -74.5% | -35.9% |
| 5Y | -22.7% | +31.0% | -53.8% | -35.7% |
| 10Y | +35.1% | +105.6% | -70.5% | -9.3% |
| All | +838.5% | +729.9% | +108.6% | +138.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling