+34.1%
ET vs LPLA
+2.8%
+31.3%
-8.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.3% |
| 7D | +1.4% | -3.7% | +5.0% | +1.5% |
| 30D | +4.6% | -6.4% | +10.9% | +4.9% |
| 3M | +16.0% | +20.2% | -4.1% | +15.1% |
| 6M | +22.8% | +12.8% | +10.0% | +22.1% |
| YTD | +38.9% | -2.5% | +41.4% | +38.7% |
| 1Y | +34.1% | +1.9% | +32.1% | +32.0% |
| All | +34.1% | +2.8% | +31.3% | +32.0% |
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 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