+250.0%
EQX vs LII
+97.8%
+152.3%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.2% | -3.5% | -2.7% |
| 7D | -1.4% | -0.7% | -0.7% | -1.2% |
| 30D | +24.4% | -12.6% | +37.0% | +28.8% |
| 3M | +11.6% | -24.4% | +36.1% | +19.0% |
| 6M | -25.0% | -28.7% | +3.7% | -19.0% |
| YTD | -8.4% | -19.1% | +10.8% | -4.2% |
| 1Y | +43.4% | -29.7% | +73.1% | +54.7% |
| 3Y | +162.0% | +4.8% | +157.2% | +145.7% |
| 5Y | +70.1% | +24.6% | +45.6% | +45.7% |
| All | +250.0% | +97.8% | +152.3% | +291.5% |
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