+138.3%
ADI vs LHX
+16.3%
+122.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.1% | +6.0% | +5.0% |
| 7D | +4.6% | -4.3% | +8.8% | +5.3% |
| 30D | -1.2% | -15.1% | +14.0% | +1.5% |
| 3M | -7.8% | -21.0% | +13.2% | -4.4% |
| 6M | +19.3% | -32.0% | +51.3% | +27.8% |
| YTD | +40.9% | -15.3% | +56.2% | +43.3% |
| 1Y | +54.5% | -11.1% | +65.5% | +55.1% |
| 3Y | +123.4% | +54.0% | +69.4% | +96.8% |
| All | +138.3% | +16.3% | +122.0% | +114.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LHX.
Daily Out/Under-Performance
Portfolio return minus LHX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LHX 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 5y: compounded portfolio wealth divided by compounded LHX 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…
5y analysis · Full analysis span regression · 6 months rolling