+48.0%
ADI vs LEN
-42.7%
+90.7%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.5% | +2.5% | -0.1% |
| 7D | +1.3% | -7.8% | +9.1% | +3.5% |
| 30D | -6.0% | -11.0% | +5.1% | -3.0% |
| 3M | -7.7% | -12.8% | +5.1% | -4.6% |
| 6M | +14.0% | -20.2% | +34.2% | +20.6% |
| YTD | +34.4% | -23.0% | +57.4% | +42.9% |
| 1Y | +48.0% | -41.8% | +89.8% | +67.2% |
| All | +48.0% | -42.7% | +90.7% | +67.2% |
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