-22.2%
HDB vs LII
+17.0%
-39.2%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.7% | +0.2% |
| 7D | +2.7% | +2.9% | -0.2% | +2.1% |
| 30D | +14.1% | +0.9% | +13.2% | +13.6% |
| 3M | +11.8% | -15.5% | +27.3% | +15.5% |
| 6M | +8.2% | -30.2% | +38.4% | +15.1% |
| YTD | -29.3% | -26.8% | -2.5% | -26.1% |
| 1Y | -28.8% | -25.3% | -3.5% | -26.0% |
| 3Y | -7.5% | -7.8% | +0.3% | -13.9% |
| All | -22.2% | +17.0% | -39.2% | -37.9% |
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