+21.8%
ENTG vs LPLA
+145.5%
-123.7%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.2% | +1.6% | +1.5% |
| 7D | +8.9% | -1.5% | +10.5% | +9.6% |
| 30D | -0.8% | -6.0% | +5.2% | +1.7% |
| 3M | +6.6% | +21.4% | -14.8% | -3.4% |
| 6M | +22.1% | +12.1% | +10.0% | +14.1% |
| YTD | +70.2% | -1.8% | +72.0% | +67.2% |
| 1Y | +76.7% | +3.2% | +73.5% | +69.5% |
| 3Y | +50.5% | +45.9% | +4.5% | +20.5% |
| 5Y | +21.8% | +144.7% | -122.8% | -31.0% |
| All | +21.8% | +145.5% | -123.7% | -31.0% |
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