+3,769.4%
HDB vs LII
+6,251.3%
-2,481.8%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.2% | -1.6% | -0.9% |
| 7D | +0.4% | -0.7% | +1.2% | +0.7% |
| 30D | -2.8% | -12.6% | +9.8% | +2.3% |
| 3M | -3.5% | -24.4% | +20.9% | +5.6% |
| 6M | -24.7% | -28.7% | +4.0% | -16.1% |
| YTD | -36.6% | -19.1% | -17.4% | -33.2% |
| 1Y | -34.4% | -29.7% | -4.7% | -27.5% |
| 3Y | -24.4% | +4.8% | -29.2% | -32.8% |
| 5Y | -35.4% | +24.6% | -59.9% | -48.4% |
| 10Y | +39.5% | +169.2% | -129.7% | -25.9% |
| All | +3,769.4% | +6,251.3% | -2,481.8% | +606.4% |
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 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