-11.7%
EQT vs LII
-25.5%
+13.8%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.4% | +1.6% | -1.1% |
| 7D | -2.0% | +0.5% | -2.5% | -1.9% |
| 30D | +1.0% | -11.2% | +12.2% | -0.2% |
| 3M | +4.0% | -28.8% | +32.8% | +1.1% |
| 6M | -11.7% | -26.9% | +15.2% | -12.7% |
| All | -11.7% | -25.5% | +13.8% | -12.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling