-42.7%
ETHA vs LPLA
+0.7%
-43.3%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.3% | -2.3% | -2.5% |
| 7D | +0.8% | -3.1% | +3.9% | +2.1% |
| 30D | +27.9% | -0.1% | +28.0% | +27.6% |
| 3M | +38.3% | +23.2% | +15.1% | +25.4% |
| 6M | +14.0% | +15.5% | -1.6% | +5.8% |
| YTD | -17.4% | +0.9% | -18.3% | -16.0% |
| 1Y | -42.7% | +0.2% | -42.8% | -42.1% |
| All | -42.7% | +0.7% | -43.3% | -42.1% |
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