+114.5%
ADI vs EMB
+30.2%
+84.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.5% |
| 7D | +2.4% | +0.3% | +2.2% | +1.9% |
| 30D | -6.6% | -0.5% | -6.1% | -5.7% |
| 3M | -9.8% | +0.3% | -10.1% | -10.1% |
| 6M | +15.7% | +1.2% | +14.5% | +13.7% |
| YTD | +35.1% | +1.5% | +33.7% | +32.3% |
| 1Y | +47.7% | +4.8% | +42.9% | +36.6% |
| 3Y | +114.5% | +30.4% | +84.1% | +53.2% |
| All | +114.5% | +30.2% | +84.3% | +53.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling