+616.7%
ADI vs EMB
+30.4%
+586.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.2% | +0.1% |
| 7D | +1.3% | -1.1% | +2.4% | +3.0% |
| 30D | -6.0% | -1.1% | -4.9% | -4.5% |
| 3M | -7.7% | -0.8% | -7.0% | -6.5% |
| 6M | +14.0% | -0.1% | +14.0% | +14.5% |
| YTD | +34.4% | +0.4% | +33.9% | +34.2% |
| 1Y | +48.0% | +3.3% | +44.7% | +42.2% |
| 3Y | +113.3% | +29.0% | +84.3% | +51.9% |
| 5Y | +131.1% | +6.3% | +124.8% | +119.1% |
| All | +616.7% | +30.4% | +586.3% | +447.0% |
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