+782.9%
ENTG vs LPLA
+1,251.7%
-468.7%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.9% | +0.3% | +1.4% |
| 7D | +1.2% | -1.5% | +2.7% | +1.8% |
| 30D | -12.9% | -6.0% | -6.9% | -10.7% |
| 3M | -3.1% | +24.0% | -27.1% | -12.5% |
| 6M | +21.0% | +17.0% | +4.0% | +11.2% |
| YTD | +67.0% | -0.7% | +67.7% | +63.2% |
| 1Y | +68.6% | +2.1% | +66.5% | +62.9% |
| 3Y | +48.6% | +48.7% | -0.1% | +19.6% |
| 5Y | +18.6% | +151.2% | -132.6% | -26.3% |
| All | +782.9% | +1,251.7% | -468.7% | +223.1% |
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 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