+630.6%
ADI vs LII
+170.7%
+459.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +2.2% | +6.4% | +7.6% |
| 7D | -4.4% | -1.2% | -3.2% | -3.8% |
| 30D | -2.8% | -2.0% | -0.9% | -2.6% |
| 3M | +1.5% | -20.2% | +21.8% | +11.7% |
| 6M | -4.7% | -32.5% | +27.8% | +11.6% |
| YTD | +46.8% | -27.4% | +74.2% | +64.3% |
| 1Y | +74.9% | -28.2% | +103.1% | +96.7% |
| 3Y | +147.4% | -7.2% | +154.7% | +139.6% |
| 5Y | +131.9% | +19.9% | +112.0% | +92.5% |
| 10Y | +630.6% | +168.6% | +461.9% | +315.8% |
| All | +630.6% | +170.7% | +459.9% | +315.8% |
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