+1,189.7%
ADI vs IEMG
+142.6%
+1,047.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IEMG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.1% | +1.0% |
| 7D | +2.6% | +1.6% | +1.0% | +1.1% |
| 30D | -4.6% | +4.6% | -9.3% | -8.7% |
| 3M | -9.5% | +4.8% | -14.3% | -13.1% |
| 6M | +14.8% | +16.8% | -2.0% | -1.0% |
| YTD | +35.8% | +24.8% | +11.0% | +9.7% |
| 1Y | +48.9% | +34.3% | +14.6% | +12.4% |
| 3Y | +115.6% | +87.0% | +28.6% | +20.4% |
| 5Y | +135.1% | +49.9% | +85.2% | +60.8% |
| 10Y | +636.4% | +144.8% | +491.7% | +235.9% |
| All | +1,189.7% | +142.6% | +1,047.1% | +474.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IEMG.
Daily Out/Under-Performance
Portfolio return minus IEMG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEMG 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 IEMG 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