+18.7%
HPQ vs LII
-28.2%
+46.8%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.2% | +1.1% | +2.1% |
| 7D | +6.9% | -0.7% | +7.7% | +7.1% |
| 30D | +14.4% | -12.6% | +27.1% | +16.5% |
| 3M | +25.6% | -24.4% | +50.1% | +28.7% |
| 6M | +75.0% | -28.7% | +103.7% | +83.5% |
| YTD | +50.7% | -19.1% | +69.8% | +49.6% |
| 1Y | +18.7% | -29.7% | +48.4% | +20.8% |
| All | +18.7% | -28.2% | +46.8% | +20.8% |
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 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