+62.9%
EMR vs LPLA
+143.6%
-80.7%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.5% | +2.1% | +0.3% |
| 7D | +3.1% | -2.1% | +5.1% | +3.7% |
| 30D | -3.5% | -3.3% | -0.2% | -2.6% |
| 3M | +9.8% | +23.5% | -13.8% | +2.5% |
| 6M | +10.8% | +12.0% | -1.2% | +6.2% |
| YTD | +15.9% | -1.7% | +17.6% | +15.6% |
| 1Y | +16.4% | +3.2% | +13.2% | +13.9% |
| 3Y | +62.1% | +46.2% | +15.9% | +41.7% |
| 5Y | +62.9% | +144.9% | -82.0% | +11.2% |
| All | +62.9% | +143.6% | -80.7% | +11.2% |
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 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