-10.1%
HDB vs LII
-8.7%
-1.4%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.0% | +3.7% | +2.0% |
| 7D | +13.3% | -0.6% | +14.0% | +13.4% |
| 30D | +13.6% | -4.6% | +18.1% | +14.1% |
| 3M | +5.8% | -21.2% | +27.0% | +9.0% |
| 6M | -1.9% | -36.4% | +34.5% | +3.6% |
| YTD | -31.2% | -28.9% | -2.3% | -29.0% |
| 1Y | -29.6% | -29.5% | 0.0% | -27.2% |
| 3Y | -10.1% | -8.6% | -1.5% | -15.2% |
| All | -10.1% | -8.7% | -1.4% | -15.2% |
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