-13.7%
HAL vs LII
-8.7%
-5.0%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.0% | +1.7% | +0.1% |
| 7D | -12.0% | -0.6% | -11.4% | -11.9% |
| 30D | +0.3% | -4.6% | +4.9% | +0.8% |
| 3M | -1.6% | -21.2% | +19.6% | +2.5% |
| 6M | -20.5% | -36.4% | +16.0% | -14.3% |
| YTD | +14.2% | -28.9% | +43.2% | +18.3% |
| 1Y | +18.9% | -29.5% | +48.4% | +23.3% |
| 3Y | -13.7% | -8.6% | -5.2% | -16.5% |
| All | -13.7% | -8.7% | -5.0% | -16.5% |
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