+142.7%
ETSY vs LPLA
+897.6%
-754.9%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -2.5% | -2.3% | -4.1% |
| 7D | -10.9% | -2.1% | -8.9% | -10.3% |
| 30D | -14.9% | -3.3% | -11.5% | -14.1% |
| 3M | +5.8% | +23.5% | -17.7% | -1.2% |
| 6M | +29.1% | +12.0% | +17.1% | +23.6% |
| YTD | +31.3% | -1.7% | +33.0% | +30.4% |
| 1Y | +25.1% | +3.2% | +21.9% | +22.1% |
| 3Y | +8.5% | +46.2% | -37.7% | -8.6% |
| 5Y | -66.1% | +144.9% | -211.0% | -76.4% |
| 10Y | +410.3% | +1,195.1% | -784.8% | +103.3% |
| All | +142.7% | +897.6% | -754.9% | +42.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling