-9.7%
HAL vs LII
-8.9%
-0.7%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.2% | -2.1% | -0.3% |
| 7D | -7.9% | -1.2% | -6.7% | -7.7% |
| 30D | -2.1% | -2.0% | -0.1% | -2.0% |
| 3M | +0.4% | -20.2% | +20.7% | +4.4% |
| 6M | -19.2% | -32.5% | +13.3% | -14.2% |
| YTD | +14.4% | -27.4% | +41.7% | +18.0% |
| 1Y | +18.0% | -28.2% | +46.1% | +22.1% |
| 3Y | -9.7% | -7.2% | -2.5% | -14.8% |
| All | -9.7% | -8.9% | -0.7% | -14.8% |
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