+36.5%
EMB vs LPLA
+757.5%
-721.0%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.0% | +2.2% | -0.5% |
| 7D | -0.7% | -2.8% | +2.1% | -0.5% |
| 30D | +0.5% | -10.2% | +10.7% | +1.3% |
| 3M | -2.5% | -22.3% | +19.8% | -0.7% |
| 6M | -2.0% | -0.5% | -1.6% | -2.3% |
| YTD | -0.9% | -17.9% | +17.0% | +0.2% |
| 1Y | -0.3% | -22.0% | +21.7% | +1.1% |
| 3Y | +29.2% | +29.4% | -0.2% | +23.5% |
| 5Y | +7.4% | +81.2% | -73.8% | -3.0% |
| All | +36.5% | +757.5% | -721.0% | +6.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling