+112.5%
HAL vs LII
+2,790.7%
-2,678.2%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.8% | -0.4% | -2.3% |
| 7D | -11.1% | +0.2% | -11.3% | -11.3% |
| 30D | -2.4% | -4.6% | +2.2% | -1.4% |
| 3M | +0.8% | -21.7% | +22.4% | +9.1% |
| 6M | -22.8% | -32.8% | +10.0% | -13.5% |
| YTD | +14.5% | -27.5% | +42.0% | +23.3% |
| 1Y | +20.2% | -28.0% | +48.1% | +29.6% |
| 3Y | -15.2% | -7.2% | -7.9% | -19.4% |
| 5Y | +42.5% | +22.6% | +19.9% | +17.2% |
| 10Y | -16.5% | +171.5% | -188.0% | -49.6% |
| All | +112.5% | +2,790.7% | -2,678.2% | -45.2% |
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