+69.6%
ADI vs LEN
-30.4%
+100.0%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | 0.0% | -2.8% | -2.8% |
| 7D | +9.5% | -5.8% | +15.2% | +10.7% |
| 30D | -1.4% | +13.7% | -15.1% | -4.8% |
| 3M | +4.7% | -3.9% | +8.6% | +5.5% |
| 6M | -7.4% | -0.4% | -7.1% | -8.3% |
| YTD | +48.1% | -16.8% | +64.9% | +54.0% |
| 1Y | +69.6% | -29.5% | +99.1% | +89.0% |
| All | +69.6% | -30.4% | +100.0% | +89.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LEN.
Daily Out/Under-Performance
Portfolio return minus LEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LEN 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 1y: compounded portfolio wealth divided by compounded LEN 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…
1y analysis · Full analysis span regression · 6 months rolling