+2,244.6%
ADI vs EEM
+752.1%
+1,492.5%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.4% | -2.4% | -2.5% |
| 7D | +9.5% | +2.7% | +6.8% | +7.7% |
| 30D | -1.4% | -5.4% | +4.0% | +2.8% |
| 3M | +4.7% | -8.6% | +13.4% | +11.8% |
| 6M | -7.4% | -8.9% | +1.5% | -0.6% |
| YTD | +48.1% | +11.9% | +36.1% | +38.5% |
| 1Y | +69.6% | +13.1% | +56.6% | +57.7% |
| 3Y | +144.4% | +70.7% | +73.7% | +75.7% |
| 5Y | +134.1% | +31.8% | +102.4% | +99.6% |
| 10Y | +632.8% | +119.5% | +513.2% | +373.4% |
| All | +2,244.6% | +752.1% | +1,492.5% | +204.5% |
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 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