+57.7%
HAS vs LII
-26.1%
+83.8%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.1% | -1.9% | -1.0% |
| 7D | +1.4% | +2.9% | -1.6% | +0.8% |
| 30D | +26.3% | +0.9% | +25.4% | +25.9% |
| 3M | +25.6% | -15.5% | +41.1% | +28.8% |
| 6M | +30.3% | -30.2% | +60.5% | +36.7% |
| YTD | +50.4% | -26.8% | +77.2% | +51.7% |
| 1Y | +57.7% | -25.3% | +83.0% | +57.0% |
| All | +57.7% | -26.1% | +83.8% | +57.0% |
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 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