+74.9%
HBAN vs LII
-8.2%
+83.1%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.1% | -0.6% | +0.2% |
| 7D | +2.3% | +2.9% | -0.7% | +1.4% |
| 30D | +4.8% | +0.9% | +3.9% | +4.1% |
| 3M | -10.1% | -15.5% | +5.4% | -5.8% |
| 6M | +5.0% | -30.2% | +35.2% | +14.9% |
| YTD | -6.1% | -26.8% | +20.7% | -0.2% |
| 1Y | +4.6% | -25.3% | +29.8% | +10.2% |
| 3Y | +74.9% | -7.8% | +82.7% | +56.6% |
| All | +74.9% | -8.2% | +83.1% | +56.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling