+181.7%
EQX vs LII
+78.9%
+102.8%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.4% | -0.6% |
| 7D | -10.5% | +2.9% | -13.4% | -11.2% |
| 30D | +0.2% | +0.9% | -0.7% | -0.3% |
| 3M | -7.9% | -15.5% | +7.6% | -4.0% |
| 6M | -28.6% | -30.2% | +1.6% | -22.4% |
| YTD | -26.3% | -26.8% | +0.6% | -21.0% |
| 1Y | -20.2% | -25.3% | +5.0% | -15.0% |
| 3Y | +131.1% | -7.8% | +138.8% | +124.3% |
| 5Y | +21.7% | +17.0% | +4.7% | +5.9% |
| All | +181.7% | +78.9% | +102.8% | +222.8% |
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