-31.9%
ADSK vs LII
-28.2%
-3.7%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | +1.2% | -9.4% | -8.2% |
| 7D | -16.4% | -0.7% | -15.7% | -16.4% |
| 30D | -9.2% | -12.6% | +3.4% | -9.6% |
| 3M | -6.7% | -24.4% | +17.7% | -7.8% |
| 6M | -15.5% | -28.7% | +13.2% | -15.6% |
| YTD | -26.4% | -19.1% | -7.2% | -28.3% |
| 1Y | -31.9% | -29.7% | -2.2% | -32.0% |
| All | -31.9% | -28.2% | -3.7% | -32.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling