+10.3%
HLT vs LII
-32.9%
+43.2%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.6% | -0.1% |
| 7D | -2.6% | -3.5% | +0.9% | -2.1% |
| 30D | -2.6% | -13.5% | +10.9% | -0.6% |
| 3M | -9.4% | -26.0% | +16.6% | -6.5% |
| 6M | +2.7% | -26.8% | +29.5% | +5.3% |
| YTD | +6.8% | -22.9% | +29.6% | +8.8% |
| All | +10.3% | -32.9% | +43.2% | +9.7% |
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