+2,176.9%
ADBE vs LII
+2,734.1%
-557.3%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.0% | -0.9% | -2.2% |
| 7D | -4.4% | -0.6% | -3.8% | -4.2% |
| 30D | +2.8% | -4.6% | +7.4% | +4.1% |
| 3M | -8.0% | -21.2% | +13.2% | -0.7% |
| 6M | -4.3% | -36.4% | +32.1% | +8.9% |
| YTD | -31.6% | -28.9% | -2.7% | -26.5% |
| 1Y | -26.9% | -29.5% | +2.6% | -21.2% |
| 3Y | -57.7% | -8.6% | -49.1% | -60.0% |
| 5Y | -63.9% | +20.2% | -84.1% | -69.5% |
| 10Y | +125.3% | +166.2% | -40.9% | +38.2% |
| All | +2,176.9% | +2,734.1% | -557.3% | +418.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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