+151.3%
ADI vs LII
-9.2%
+160.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +0.8% | +0.4% |
| 7D | +13.4% | -0.2% | +13.6% | +13.5% |
| 30D | -1.3% | -0.6% | -0.7% | -1.7% |
| 3M | +6.8% | -17.0% | +23.8% | +15.0% |
| 6M | -1.9% | -31.1% | +29.2% | +12.9% |
| YTD | +52.3% | -27.7% | +79.9% | +69.1% |
| 1Y | +71.6% | -26.2% | +97.8% | +88.5% |
| All | +151.3% | -9.2% | +160.5% | +138.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling