+528.1%
HON vs LII
+3,124.4%
-2,596.3%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.2% | -0.2% | +0.6% |
| 7D | -3.6% | -0.7% | -2.9% | -3.4% |
| 30D | -15.3% | -12.6% | -2.7% | -11.4% |
| 3M | -7.9% | -24.4% | +16.5% | 0.0% |
| 6M | -18.1% | -28.7% | +10.6% | -9.8% |
| YTD | +3.8% | -19.1% | +23.0% | +9.3% |
| 1Y | +0.5% | -29.7% | +30.2% | +10.4% |
| 3Y | +19.8% | +4.8% | +15.0% | +11.5% |
| 5Y | +2.9% | +24.6% | -21.6% | -11.8% |
| 10Y | +134.6% | +169.2% | -34.6% | +52.8% |
| All | +528.1% | +3,124.4% | -2,596.3% | +80.8% |
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 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