+3,188.9%
LII vs HRB
+735.1%
+2,453.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -4.0% | +5.1% | +2.2% |
| 7D | -0.7% | -5.7% | +4.9% | +0.8% |
| 30D | -12.6% | +7.9% | -20.5% | -14.9% |
| 3M | -24.4% | +32.1% | -56.6% | -30.8% |
| 6M | -28.7% | +62.2% | -90.9% | -39.4% |
| YTD | -19.1% | +16.4% | -35.5% | -25.0% |
| 1Y | -29.7% | -0.3% | -29.4% | -32.0% |
| 3Y | +4.8% | +36.0% | -31.3% | -9.0% |
| 5Y | +24.6% | +125.2% | -100.6% | -8.4% |
| 10Y | +169.2% | +237.7% | -68.5% | +61.3% |
| All | +3,188.9% | +735.1% | +2,453.7% | +1,293.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling