+90.9%
EAT vs LII
-28.3%
+119.3%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.2% | -3.7% | -1.8% |
| 7D | -3.9% | -1.2% | -2.7% | -3.7% |
| 30D | +5.0% | -2.0% | +6.9% | +4.6% |
| 3M | -9.6% | -20.2% | +10.6% | -6.0% |
| 6M | +46.8% | -32.5% | +79.3% | +55.4% |
| YTD | +41.8% | -27.4% | +69.2% | +43.7% |
| All | +90.9% | -28.3% | +119.3% | +94.0% |
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