+75.8%
ESI vs LPLA
+145.5%
-69.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -1.0% | -1.1% |
| 7D | +3.9% | -1.5% | +5.5% | +4.4% |
| 30D | -3.8% | -6.0% | +2.2% | -1.9% |
| 3M | -13.1% | +21.4% | -34.5% | -19.1% |
| 6M | +11.3% | +12.1% | -0.7% | +6.0% |
| YTD | +44.1% | -1.8% | +45.9% | +42.8% |
| 1Y | +40.3% | +3.2% | +37.1% | +36.2% |
| 3Y | +84.1% | +45.9% | +38.1% | +54.3% |
| 5Y | +75.8% | +144.7% | -68.8% | -0.8% |
| All | +75.8% | +145.5% | -69.7% | -0.8% |
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 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