+1,697.8%
ADI vs EMB
+132.1%
+1,565.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | +0.4% | 0.0% | +0.4% | +0.4% |
| 30D | -3.8% | -0.3% | -3.5% | -3.6% |
| 3M | -15.3% | -0.4% | -14.8% | -14.8% |
| 6M | +6.7% | +0.1% | +6.6% | +6.9% |
| YTD | +34.8% | +1.6% | +33.2% | +33.5% |
| 1Y | +49.0% | +5.6% | +43.4% | +43.2% |
| 3Y | +108.1% | +29.8% | +78.2% | +72.2% |
| 5Y | +142.4% | +7.3% | +135.2% | +128.3% |
| 10Y | +589.9% | +30.4% | +559.5% | +493.7% |
| All | +1,697.8% | +132.1% | +1,565.6% | +1,282.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling