+23.4%
BA vs EMB
+36.8%
-13.4%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.8% | -0.9% | -0.2% |
| 7D | -0.6% | -0.7% | +0.1% | +0.7% |
| 30D | -8.0% | +0.5% | -8.5% | -9.0% |
| 3M | -25.8% | -2.5% | -23.3% | -22.3% |
| 6M | -27.6% | -2.0% | -25.6% | -24.5% |
| YTD | -21.0% | -0.9% | -20.1% | -19.2% |
| 1Y | -12.3% | -0.3% | -11.9% | -11.1% |
| 3Y | -12.8% | +29.2% | -42.0% | -46.3% |
| 5Y | -22.4% | +7.4% | -29.8% | -27.2% |
| All | +23.4% | +36.8% | -13.4% | -5.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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