+73.5%
BA vs EMB
+30.0%
+43.5%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | +1.2% | 0.0% | +1.2% | +1.2% |
| 30D | -11.6% | -0.3% | -11.3% | -11.1% |
| 3M | -2.4% | -0.4% | -2.0% | -1.3% |
| 6M | -6.6% | +0.1% | -6.7% | -6.2% |
| YTD | -2.2% | +1.6% | -3.8% | -4.4% |
| 1Y | -8.0% | +5.6% | -13.6% | -16.2% |
| 3Y | -5.0% | +29.8% | -34.8% | -41.3% |
| 5Y | -2.7% | +7.3% | -10.0% | -7.7% |
| All | +73.5% | +30.0% | +43.5% | +32.3% |
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