+2,701.9%
ADI vs LII
+3,124.4%
-422.4%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.2% | +0.5% | +1.2% |
| 7D | +0.4% | -0.7% | +1.2% | +0.7% |
| 30D | -3.8% | -12.6% | +8.8% | +1.0% |
| 3M | -15.3% | -24.4% | +9.2% | -7.1% |
| 6M | +6.7% | -28.7% | +35.4% | +19.2% |
| YTD | +34.8% | -19.1% | +53.9% | +43.2% |
| 1Y | +49.0% | -29.7% | +78.7% | +66.2% |
| 3Y | +108.1% | +4.8% | +103.3% | +97.9% |
| 5Y | +142.4% | +24.6% | +117.9% | +113.1% |
| 10Y | +589.9% | +169.2% | +420.7% | +353.5% |
| All | +2,701.9% | +3,124.4% | -422.4% | +531.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling