+24.9%
ESI vs LPLA
-21.6%
+46.5%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.8% | -0.7% |
| 7D | +5.5% | -0.9% | +6.5% | +5.6% |
| 30D | -7.8% | -9.5% | +1.7% | -6.7% |
| 3M | -15.0% | -21.9% | +6.9% | -11.7% |
| 6M | -24.9% | -2.6% | -22.3% | -25.7% |
| YTD | +33.2% | -17.8% | +51.0% | +33.9% |
| 1Y | +24.9% | -21.2% | +46.1% | +31.2% |
| All | +24.9% | -21.6% | +46.5% | +31.2% |
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