+28.1%
BA vs EMB
+30.9%
-2.7%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.2% | -1.8% |
| 7D | -1.7% | +0.8% | -2.5% | -3.2% |
| 30D | -9.5% | +1.5% | -11.0% | -12.0% |
| 3M | -26.5% | -1.9% | -24.5% | -23.8% |
| 6M | -27.4% | -1.6% | -25.8% | -24.9% |
| YTD | -20.6% | 0.0% | -20.6% | -20.1% |
| 1Y | -11.4% | +1.1% | -12.5% | -12.6% |
| 3Y | -10.8% | +30.9% | -41.7% | -45.9% |
| 5Y | -21.9% | +7.1% | -29.0% | -26.1% |
| 10Y | +28.1% | +31.1% | -3.0% | -1.9% |
| All | +28.1% | +30.9% | -2.7% | -1.9% |
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