+64.7%
ENTG vs LPLA
+29.3%
+35.5%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.0% | +2.3% | +0.3% |
| 7D | +22.8% | -2.8% | +25.6% | +23.8% |
| 30D | -4.9% | -10.2% | +5.3% | -2.3% |
| 3M | -4.8% | -22.3% | +17.4% | +2.9% |
| 6M | +5.6% | -0.5% | +6.1% | +2.0% |
| YTD | +82.4% | -17.9% | +100.3% | +89.2% |
| 1Y | +82.9% | -22.0% | +104.9% | +95.1% |
| All | +64.7% | +29.3% | +35.5% | +48.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling