+47.4%
HAL vs LII
+19.4%
+28.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.4% | 0.0% |
| 7D | -6.5% | +0.4% | -6.9% | -6.6% |
| 30D | -2.1% | -2.4% | +0.3% | -2.0% |
| 3M | -4.9% | -17.5% | +12.6% | -1.5% |
| 6M | -19.3% | -32.8% | +13.5% | -13.9% |
| YTD | +14.3% | -27.7% | +42.0% | +18.9% |
| 1Y | +17.3% | -28.1% | +45.4% | +22.1% |
| 3Y | -10.9% | -9.7% | -1.2% | -12.6% |
| 5Y | +47.4% | +19.5% | +27.9% | +32.7% |
| All | +47.4% | +19.4% | +28.1% | +32.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling