+9.8%
ETSY vs LPLA
+44.8%
-35.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.2% | -2.1% | -2.2% |
| 7D | -12.9% | -1.5% | -11.3% | -12.7% |
| 30D | -11.5% | -6.0% | -5.5% | -10.6% |
| 3M | +3.5% | +21.4% | -17.8% | +0.2% |
| 6M | +27.6% | +12.1% | +15.5% | +25.1% |
| YTD | +28.4% | -1.8% | +30.3% | +29.0% |
| 1Y | +27.1% | +3.2% | +23.9% | +26.7% |
| All | +9.8% | +44.8% | -35.0% | +2.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling