+214.2%
HPQ vs LII
+3,124.4%
-2,910.1%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.2% | +1.1% | +1.8% |
| 7D | +6.9% | -0.7% | +7.7% | +7.2% |
| 30D | +14.4% | -12.6% | +27.1% | +19.5% |
| 3M | +25.6% | -24.4% | +50.1% | +35.5% |
| 6M | +75.0% | -28.7% | +103.7% | +90.8% |
| YTD | +50.7% | -19.1% | +69.8% | +57.0% |
| 1Y | +18.7% | -29.7% | +48.4% | +29.3% |
| 3Y | +21.5% | +4.8% | +16.7% | +13.9% |
| 5Y | +31.6% | +24.6% | +7.0% | +14.4% |
| 10Y | +216.1% | +169.2% | +46.8% | +114.1% |
| All | +214.2% | +3,124.4% | -2,910.1% | -12.5% |
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