-29.4%
EW vs LPLA
+143.6%
-173.0%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.5% | -1.0% | -3.3% |
| 7D | -4.4% | -2.1% | -2.4% | -4.2% |
| 30D | -3.3% | -3.3% | 0.0% | -3.0% |
| 3M | +1.0% | +23.5% | -22.5% | -1.1% |
| 6M | +6.2% | +12.0% | -5.8% | +4.8% |
| YTD | +1.7% | -1.7% | +3.4% | +1.5% |
| 1Y | +8.1% | +3.2% | +4.9% | +7.1% |
| 3Y | +17.1% | +46.2% | -29.1% | +11.5% |
| 5Y | -29.4% | +144.9% | -174.3% | -45.2% |
| All | -29.4% | +143.6% | -173.0% | -45.2% |
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