+59.2%
HAL vs LII
+17.0%
+42.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.1% | +2.0% | +2.9% |
| 7D | +6.1% | +2.9% | +3.2% | +5.5% |
| 30D | +2.9% | +0.9% | +2.0% | +2.4% |
| 3M | +3.3% | -15.5% | +18.9% | +6.5% |
| 6M | -16.9% | -30.2% | +13.3% | -12.1% |
| YTD | +21.2% | -26.8% | +48.0% | +25.8% |
| 1Y | +27.5% | -25.3% | +52.8% | +31.6% |
| 3Y | -6.4% | -7.8% | +1.3% | -8.7% |
| All | +59.2% | +17.0% | +42.2% | +45.3% |
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