+202.4%
EQT vs LII
+22.0%
+180.4%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.4% | +1.6% | -0.5% |
| 7D | -2.0% | +0.5% | -2.5% | -2.1% |
| 30D | +1.0% | -11.2% | +12.2% | +2.8% |
| 3M | +4.0% | -28.8% | +32.8% | +8.7% |
| 6M | -11.7% | -26.9% | +15.2% | -8.5% |
| YTD | +2.8% | -22.2% | +25.0% | +4.7% |
| 1Y | +10.0% | -32.0% | +42.0% | +15.2% |
| 3Y | +34.1% | -0.4% | +34.6% | +24.0% |
| All | +202.4% | +22.0% | +180.4% | +177.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling