+163.1%
GH vs LII
-28.2%
+191.2%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.2% | -0.9% | +0.1% |
| 7D | -0.1% | -0.7% | +0.7% | 0.0% |
| 30D | -1.1% | -12.6% | +11.5% | +0.5% |
| 3M | +21.3% | -24.4% | +45.7% | +24.8% |
| 6M | +73.5% | -28.7% | +102.2% | +79.0% |
| YTD | +58.0% | -19.1% | +77.2% | +60.4% |
| 1Y | +163.1% | -29.7% | +192.8% | +166.6% |
| All | +163.1% | -28.2% | +191.2% | +166.6% |
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 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