+14.5%
ED vs LPLA
+3.3%
+11.2%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.7% |
| 7D | -0.2% | -1.5% | +1.4% | -0.3% |
| 30D | +1.9% | -6.0% | +7.9% | +1.3% |
| 3M | +1.9% | +21.4% | -19.5% | +4.0% |
| 6M | -2.3% | +12.1% | -14.3% | -0.8% |
| YTD | +10.9% | -1.8% | +12.7% | +11.1% |
| 1Y | +14.5% | +3.2% | +11.3% | +15.1% |
| All | +14.5% | +3.3% | +11.2% | +15.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LPLA.
Daily Out/Under-Performance
Portfolio return minus LPLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LPLA 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 LPLA 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