-29.2%
ETHA vs LPLA
+64.4%
-93.6%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.6% | -0.7% |
| 7D | +2.9% | -1.5% | +4.5% | +3.7% |
| 30D | +31.4% | -6.0% | +37.4% | +35.1% |
| 3M | +48.9% | +21.4% | +27.5% | +33.4% |
| 6M | +20.9% | +12.1% | +8.8% | +11.7% |
| YTD | -17.2% | -1.8% | -15.3% | -16.9% |
| 1Y | -42.8% | +3.2% | -46.0% | -44.1% |
| All | -29.2% | +64.4% | -93.6% | -39.3% |
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