+3,134.8%
EME vs LPLA
+1,275.5%
+1,859.3%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.5% | +5.1% | +3.5% |
| 7D | +5.2% | -2.1% | +7.2% | +5.9% |
| 30D | -5.4% | -3.3% | -2.0% | -4.3% |
| 3M | -6.1% | +23.5% | -29.6% | -13.9% |
| 6M | +9.7% | +12.0% | -2.4% | +3.7% |
| YTD | +26.6% | -1.7% | +28.2% | +24.8% |
| 1Y | +24.6% | +3.2% | +21.4% | +20.3% |
| 3Y | +249.6% | +46.2% | +203.4% | +190.6% |
| 5Y | +556.6% | +144.9% | +411.7% | +327.4% |
| 10Y | +1,286.6% | +1,195.1% | +91.5% | +385.8% |
| All | +3,134.8% | +1,275.5% | +1,859.3% | +825.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling