+189.8%
HOOD vs LII
+25.3%
+164.5%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.2% | -3.2% | -2.7% |
| 7D | +17.1% | -0.7% | +17.8% | +17.7% |
| 30D | +31.6% | -12.6% | +44.2% | +41.3% |
| 3M | +38.2% | -24.4% | +62.7% | +56.0% |
| 6M | +48.5% | -28.7% | +77.2% | +71.2% |
| YTD | +8.0% | -19.1% | +27.1% | +13.2% |
| 1Y | +18.7% | -29.7% | +48.4% | +35.6% |
| 3Y | +999.1% | +4.8% | +994.3% | +791.4% |
| All | +189.8% | +25.3% | +164.5% | +62.7% |
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 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