+60.3%
EEM vs ADVB
-88.8%
+149.1%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.8% | +4.0% | +0.2% |
| 7D | +3.1% | -14.0% | +17.1% | +3.1% |
| 30D | +4.9% | +41.0% | -36.1% | +4.8% |
| 3M | +5.2% | +127.9% | -122.7% | +4.2% |
| 6M | +20.7% | +101.3% | -80.6% | +18.7% |
| YTD | +26.5% | +53.8% | -27.3% | +25.0% |
| 1Y | +37.8% | +4.4% | +33.4% | +36.6% |
| All | +60.3% | -88.8% | +149.1% | +83.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded ADVB 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling