+115.3%
ADI vs LVS
-6.8%
+122.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.5% | +2.0% | +1.0% |
| 7D | +2.6% | -2.7% | +5.3% | +3.5% |
| 30D | -4.6% | -4.7% | +0.1% | -3.3% |
| 3M | -9.5% | -15.6% | +6.1% | -4.6% |
| 6M | +14.8% | -18.6% | +33.5% | +21.7% |
| YTD | +35.8% | -32.3% | +68.1% | +53.3% |
| 1Y | +48.9% | -18.0% | +67.0% | +53.9% |
| All | +115.3% | -6.8% | +122.1% | +89.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LVS.
Daily Out/Under-Performance
Portfolio return minus LVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LVS 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 LVS 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