+144.4%
ADI vs LH
+86.5%
+57.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.3% | -2.6% |
| 7D | +9.5% | +1.1% | +8.4% | +9.1% |
| 30D | -1.4% | +16.7% | -18.1% | -6.7% |
| 3M | +4.7% | +15.1% | -10.4% | -0.7% |
| 6M | -7.4% | +46.3% | -53.8% | -20.9% |
| YTD | +48.1% | +48.8% | -0.7% | +24.9% |
| 1Y | +69.6% | +39.7% | +29.9% | +47.6% |
| 3Y | +144.4% | +87.0% | +57.3% | +87.0% |
| All | +144.4% | +86.5% | +57.9% | +87.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LH.
Daily Out/Under-Performance
Portfolio return minus LH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LH 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 3y: compounded portfolio wealth divided by compounded LH 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…
3y analysis · Full analysis span regression · 6 months rolling