+624.2%
ADI vs LII
+170.6%
+453.5%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.1% |
| 7D | -6.3% | +0.4% | -6.7% | -6.4% |
| 30D | -3.2% | -2.4% | -0.8% | -2.8% |
| 3M | +2.8% | -17.5% | +20.2% | +11.3% |
| 6M | -5.0% | -32.8% | +27.8% | +11.5% |
| YTD | +46.3% | -27.7% | +74.0% | +64.1% |
| 1Y | +71.6% | -28.1% | +99.7% | +92.9% |
| 3Y | +139.2% | -9.7% | +148.8% | +134.5% |
| 5Y | +136.4% | +19.5% | +116.9% | +96.6% |
| All | +624.2% | +170.6% | +453.5% | +316.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 10y: compounded portfolio wealth divided by compounded LII 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…
10y analysis · Full analysis span regression · 6 months rolling