+168.6%
LII vs HRB
+246.2%
-77.6%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -3.2% | +5.4% | +2.9% |
| 7D | -1.2% | -2.4% | +1.3% | -0.7% |
| 30D | -2.0% | +15.7% | -17.7% | -5.0% |
| 3M | -20.2% | +11.4% | -31.6% | -22.5% |
| 6M | -32.5% | +40.7% | -73.3% | -38.2% |
| YTD | -27.4% | +21.0% | -48.3% | -31.7% |
| 1Y | -28.2% | +7.2% | -35.4% | -30.4% |
| 3Y | -7.2% | +29.2% | -36.4% | -16.0% |
| 5Y | +19.9% | +142.3% | -122.4% | -9.1% |
| 10Y | +168.6% | +253.1% | -84.4% | +76.9% |
| All | +168.6% | +246.2% | -77.6% | +76.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 10y: compounded portfolio wealth divided by compounded HRB 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…
10y analysis · Full analysis span regression · 6 months rolling