+183.0%
EQT vs LPLA
+1,263.8%
-1,080.8%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.3% | +0.8% |
| 7D | -1.2% | -3.7% | +2.5% | 0.0% |
| 30D | +1.1% | -6.4% | +7.5% | +3.1% |
| 3M | +4.8% | +20.2% | -15.4% | -1.7% |
| 6M | -10.6% | +12.8% | -23.4% | -15.0% |
| YTD | +3.4% | -2.5% | +5.9% | +2.1% |
| 1Y | +8.7% | +1.9% | +6.7% | +5.2% |
| 3Y | +35.0% | +45.0% | -10.0% | +13.3% |
| 5Y | +204.2% | +146.6% | +57.6% | +109.9% |
| 10Y | +52.5% | +1,213.6% | -1,161.1% | -36.8% |
| All | +183.0% | +1,263.8% | -1,080.8% | +3.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling