+4,096.6%
HDB vs LII
+5,482.6%
-1,386.0%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.0% | +3.7% | +2.6% |
| 7D | +13.3% | -0.6% | +14.0% | +13.6% |
| 30D | +13.6% | -4.6% | +18.1% | +15.0% |
| 3M | +5.8% | -21.2% | +27.0% | +15.3% |
| 6M | -1.9% | -36.4% | +34.5% | +14.2% |
| YTD | -31.2% | -28.9% | -2.3% | -24.3% |
| 1Y | -29.6% | -29.5% | 0.0% | -22.4% |
| 3Y | -10.1% | -8.6% | -1.5% | -15.8% |
| 5Y | -24.3% | +20.2% | -44.5% | -39.4% |
| 10Y | +59.3% | +166.2% | -107.0% | -16.1% |
| All | +4,096.6% | +5,482.6% | -1,386.0% | +701.3% |
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