+133.8%
ADI vs EEM
+31.5%
+102.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.4% | -2.4% | -2.4% |
| 7D | +9.5% | +2.7% | +6.8% | +6.7% |
| 30D | -1.4% | -5.4% | +4.0% | +4.9% |
| 3M | +4.7% | -8.6% | +13.4% | +15.3% |
| 6M | -7.4% | -8.9% | +1.5% | +2.4% |
| YTD | +48.1% | +11.9% | +36.1% | +31.2% |
| 1Y | +69.6% | +13.1% | +56.6% | +48.9% |
| 3Y | +144.4% | +70.7% | +73.7% | +40.3% |
| All | +133.8% | +31.5% | +102.3% | +71.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling