+82.9%
ENTG vs LPLA
-23.1%
+106.0%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.0% | +2.3% | -0.5% |
| 7D | +22.8% | -2.8% | +25.6% | +22.9% |
| 30D | -4.9% | -10.2% | +5.3% | -4.1% |
| 3M | -4.8% | -22.3% | +17.4% | -2.1% |
| 6M | +5.6% | -0.5% | +6.1% | +3.0% |
| YTD | +82.4% | -17.9% | +100.3% | +77.7% |
| 1Y | +82.9% | -22.0% | +104.9% | +93.3% |
| All | +82.9% | -23.1% | +106.0% | +93.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling