+1,531.9%
EQT vs LII
+3,080.2%
-1,548.3%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.4% | +1.3% | +0.3% |
| 7D | -0.8% | +2.1% | -2.9% | -1.4% |
| 30D | +6.6% | -12.4% | +19.0% | +10.1% |
| 3M | +4.4% | -24.8% | +29.2% | +10.6% |
| 6M | -10.5% | -25.2% | +14.7% | -5.8% |
| YTD | +3.7% | -20.3% | +24.0% | +7.0% |
| 1Y | +9.9% | -32.9% | +42.8% | +18.3% |
| 3Y | +35.4% | +2.0% | +33.3% | +26.9% |
| 5Y | +189.2% | +24.4% | +164.7% | +151.9% |
| 10Y | +50.7% | +167.2% | -116.5% | +3.9% |
| All | +1,531.9% | +3,080.2% | -1,548.3% | +508.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling