+171.7%
EQX vs LII
-1.0%
+172.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.4% | +4.1% | +2.2% |
| 7D | +1.7% | +0.5% | +1.3% | +1.6% |
| 30D | +11.1% | -11.2% | +22.3% | +14.1% |
| 3M | +23.1% | -28.8% | +51.9% | +31.8% |
| 6M | -21.8% | -26.9% | +5.1% | -17.2% |
| YTD | -8.1% | -22.2% | +14.1% | -3.6% |
| 1Y | +29.7% | -32.0% | +61.6% | +38.8% |
| All | +171.7% | -1.0% | +172.6% | +172.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling