+40,736.4%
ADI vs LEN
+10,606.4%
+30,130.0%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | 0.0% | -2.8% | -2.8% |
| 7D | +9.5% | -5.8% | +15.2% | +11.2% |
| 30D | -1.4% | +13.7% | -15.1% | -5.4% |
| 3M | +4.7% | -3.9% | +8.6% | +4.8% |
| 6M | -7.4% | -0.4% | -7.1% | -8.7% |
| YTD | +48.1% | -16.8% | +64.9% | +52.7% |
| 1Y | +69.6% | -29.5% | +99.1% | +82.8% |
| 3Y | +144.4% | -25.6% | +170.0% | +154.9% |
| 5Y | +134.1% | -13.2% | +147.4% | +131.3% |
| 10Y | +632.8% | +138.5% | +494.3% | +421.5% |
| All | +40,736.4% | +10,606.4% | +30,130.0% | +7,634.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling