+243.3%
HL vs LII
+25.8%
+217.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.4% | +0.3% | -0.6% |
| 7D | +7.1% | +2.1% | +5.0% | +6.2% |
| 30D | +21.4% | -12.4% | +33.9% | +27.4% |
| 3M | +37.4% | -24.8% | +62.2% | +50.6% |
| 6M | +0.4% | -25.2% | +25.6% | +10.0% |
| YTD | +6.7% | -20.3% | +26.9% | +14.5% |
| 1Y | +102.4% | -32.9% | +135.3% | +129.6% |
| 3Y | +417.4% | +2.0% | +415.4% | +378.1% |
| 5Y | +243.3% | +24.4% | +218.9% | +158.8% |
| All | +243.3% | +25.8% | +217.5% | +158.8% |
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