-4.8%
HL vs LII
-28.7%
+23.9%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -0.4% | -6.8% | -7.1% |
| 7D | +8.2% | +0.4% | +7.8% | +8.2% |
| 30D | -16.3% | -2.4% | -13.9% | -16.0% |
| 3M | -18.6% | -17.5% | -1.1% | -11.6% |
| 6M | -23.2% | -32.8% | +9.7% | -10.5% |
| YTD | -25.5% | -27.7% | +2.2% | -17.1% |
| 1Y | -4.8% | -28.1% | +23.3% | +7.4% |
| All | -4.8% | -28.7% | +23.9% | +7.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling