+1,658.7%
HCA vs LII
+829.5%
+829.2%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.2% | -2.2% | -1.5% |
| 7D | -3.1% | -0.7% | -2.3% | -2.8% |
| 30D | -1.1% | -12.6% | +11.5% | +3.7% |
| 3M | +12.2% | -24.4% | +36.6% | +22.1% |
| 6M | -25.3% | -28.7% | +3.4% | -17.5% |
| YTD | -12.9% | -19.1% | +6.2% | -9.0% |
| 1Y | -0.9% | -29.7% | +28.8% | +8.6% |
| 3Y | +47.6% | +4.8% | +42.8% | +30.1% |
| 5Y | +67.0% | +24.6% | +42.4% | +32.0% |
| 10Y | +471.4% | +169.2% | +302.2% | +220.3% |
| All | +1,658.7% | +829.5% | +829.2% | +462.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling