+89.3%
EWT vs LII
-31.7%
+121.0%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.4% | +0.8% | -0.2% |
| 7D | +1.6% | +2.1% | -0.5% | +1.0% |
| 30D | +8.2% | -12.4% | +20.6% | +12.4% |
| 3M | +11.1% | -24.8% | +35.9% | +19.8% |
| 6M | +60.4% | -25.2% | +85.6% | +71.2% |
| YTD | +75.6% | -20.3% | +95.8% | +85.3% |
| All | +89.3% | -31.7% | +121.0% | +104.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling