+60.2%
HAS vs LII
-29.2%
+89.5%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.0% | +1.4% | -0.2% |
| 7D | -0.2% | -0.6% | +0.5% | 0.0% |
| 30D | +31.0% | -4.6% | +35.6% | +31.9% |
| 3M | +30.7% | -21.2% | +51.9% | +35.6% |
| 6M | +23.9% | -36.4% | +60.3% | +33.3% |
| YTD | +48.3% | -28.9% | +77.2% | +50.9% |
| 1Y | +60.2% | -29.5% | +89.8% | +64.2% |
| All | +60.2% | -29.2% | +89.5% | +64.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling