+195.6%
EQT vs LH
+25.1%
+170.5%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.4% | +5.0% | +1.9% |
| 7D | -1.2% | -7.4% | +6.2% | +1.0% |
| 30D | +1.1% | -4.6% | +5.7% | +2.3% |
| 3M | +4.8% | +14.5% | -9.7% | +0.2% |
| 6M | -10.6% | +14.8% | -25.4% | -14.8% |
| YTD | +3.4% | +23.3% | -19.8% | -4.1% |
| 1Y | +8.7% | +13.6% | -4.9% | +3.4% |
| 3Y | +35.0% | +56.3% | -21.4% | +12.6% |
| All | +195.6% | +25.1% | +170.5% | +144.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LH.
Daily Out/Under-Performance
Portfolio return minus LH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LH 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 LH 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