+111.9%
HAL vs LII
+2,734.1%
-2,622.2%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.0% | +1.7% | +0.5% |
| 7D | -12.0% | -0.6% | -11.4% | -11.9% |
| 30D | +0.3% | -4.6% | +4.9% | +1.4% |
| 3M | -1.6% | -21.2% | +19.6% | +6.3% |
| 6M | -20.5% | -36.4% | +16.0% | -9.0% |
| YTD | +14.2% | -28.9% | +43.2% | +23.9% |
| 1Y | +18.9% | -29.5% | +48.4% | +29.2% |
| 3Y | -13.7% | -8.6% | -5.2% | -17.6% |
| 5Y | +42.2% | +20.2% | +22.0% | +17.7% |
| 10Y | -16.7% | +166.2% | -182.9% | -49.4% |
| All | +111.9% | +2,734.1% | -2,622.2% | -45.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling