+20.4%
LII vs HRB
+145.8%
-125.4%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.2% | +2.3% | -1.3% |
| 7D | -0.6% | +2.7% | -3.3% | -1.0% |
| 30D | -4.6% | +22.1% | -26.7% | -7.4% |
| 3M | -21.2% | +15.7% | -36.9% | -23.2% |
| 6M | -36.4% | +83.3% | -119.8% | -43.5% |
| YTD | -28.9% | +25.0% | -53.9% | -30.9% |
| 1Y | -29.5% | +6.9% | -36.5% | -28.5% |
| 3Y | -8.6% | +39.0% | -47.6% | -16.7% |
| All | +20.4% | +145.8% | -125.4% | -4.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling