+11.7%
HPQ vs LII
-32.7%
+44.4%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.4% | -3.1% | -4.3% |
| 7D | -0.5% | +2.1% | -2.6% | -0.7% |
| 30D | +3.7% | -12.4% | +16.1% | +5.6% |
| 3M | +24.3% | -24.8% | +49.1% | +27.3% |
| 6M | +64.8% | -25.2% | +89.9% | +68.9% |
| YTD | +43.9% | -20.3% | +64.2% | +43.2% |
| 1Y | +11.7% | -32.9% | +44.6% | +14.2% |
| All | +11.7% | -32.7% | +44.4% | +14.2% |
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