+2,039.8%
ADI vs EEM
+862.7%
+1,177.0%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | +0.1% |
| 7D | +2.4% | +3.1% | -0.6% | +0.4% |
| 30D | -6.6% | +4.9% | -11.4% | -9.5% |
| 3M | -9.8% | +5.2% | -15.0% | -12.4% |
| 6M | +15.7% | +20.7% | -5.0% | +2.3% |
| YTD | +35.1% | +26.5% | +8.7% | +15.9% |
| 1Y | +47.7% | +37.8% | +9.9% | +19.8% |
| 3Y | +114.5% | +91.0% | +23.5% | +42.3% |
| 5Y | +141.2% | +47.0% | +94.2% | +90.0% |
| 10Y | +611.3% | +125.6% | +485.7% | +343.5% |
| All | +2,039.8% | +862.7% | +1,177.0% | +154.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling