+70.3%
HCA vs LII
+21.2%
+49.2%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -2.4% | +7.4% | +5.5% |
| 7D | +4.9% | +0.5% | +4.4% | +4.7% |
| 30D | +1.9% | -11.2% | +13.1% | +4.7% |
| 3M | +12.7% | -28.8% | +41.5% | +21.1% |
| 6M | -22.3% | -26.9% | +4.6% | -17.5% |
| YTD | -9.3% | -22.2% | +12.9% | -5.9% |
| 1Y | +2.7% | -32.0% | +34.7% | +10.3% |
| 3Y | +57.8% | -0.4% | +58.3% | +41.7% |
| 5Y | +70.3% | +22.4% | +47.9% | +33.4% |
| All | +70.3% | +21.2% | +49.2% | +33.4% |
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