+616.7%
ADI vs EMR
+274.4%
+342.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.3% | +0.3% | -0.2% |
| 7D | +1.3% | -1.2% | +2.6% | +2.1% |
| 30D | -6.0% | -9.4% | +3.5% | 0.0% |
| 3M | -7.7% | +8.6% | -16.3% | -12.6% |
| 6M | +14.0% | +6.7% | +7.3% | +8.8% |
| YTD | +34.4% | +13.1% | +21.3% | +22.3% |
| 1Y | +48.0% | +12.7% | +35.2% | +34.6% |
| 3Y | +113.3% | +58.1% | +55.2% | +54.5% |
| 5Y | +131.1% | +63.6% | +67.4% | +62.2% |
| All | +616.7% | +274.4% | +342.4% | +221.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EMR.
Daily Out/Under-Performance
Portfolio return minus EMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMR 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded EMR 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling