+50.1%
EFA vs LPLA
+80.3%
-30.2%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.1% |
| 7D | +2.2% | -0.9% | +3.2% | +2.4% |
| 30D | +1.4% | -9.5% | +10.9% | +2.8% |
| 3M | -4.2% | -21.9% | +17.7% | -0.6% |
| 6M | +1.9% | -2.6% | +4.5% | +1.6% |
| YTD | +10.2% | -17.8% | +28.0% | +12.6% |
| 1Y | +12.8% | -21.2% | +34.0% | +16.1% |
| 3Y | +65.2% | +30.6% | +34.6% | +50.3% |
| All | +50.1% | +80.3% | -30.2% | +16.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling