+37.2%
HBAN vs LII
+25.8%
+11.4%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.4% | -0.2% | -1.1% |
| 7D | +2.1% | +2.1% | 0.0% | +1.3% |
| 30D | -4.5% | -12.4% | +7.9% | 0.0% |
| 3M | +2.6% | -24.8% | +27.4% | +11.8% |
| 6M | +4.7% | -25.2% | +29.9% | +13.7% |
| YTD | -1.5% | -20.3% | +18.7% | +3.5% |
| 1Y | -1.9% | -32.9% | +31.0% | +10.1% |
| 3Y | +75.2% | +2.0% | +73.2% | +57.8% |
| 5Y | +37.2% | +24.4% | +12.7% | +13.0% |
| All | +37.2% | +25.8% | +11.4% | +13.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling