-12.3%
BA vs EMB
-0.3%
-12.0%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.8% | -0.9% | +0.2% |
| 7D | -0.6% | -0.7% | +0.1% | +1.0% |
| 30D | -8.0% | +0.5% | -8.5% | -9.4% |
| 3M | -25.8% | -2.5% | -23.3% | -20.6% |
| 6M | -27.6% | -2.0% | -25.6% | -23.2% |
| YTD | -21.0% | -0.9% | -20.1% | -18.7% |
| 1Y | -12.3% | -0.3% | -11.9% | -11.6% |
| All | -12.3% | -0.3% | -12.0% | -11.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling