+141.9%
EWJ vs LPLA
+1,251.7%
-1,109.8%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.9% | +0.3% | +1.8% |
| 7D | +0.3% | -1.5% | +1.8% | +0.6% |
| 30D | +0.8% | -6.0% | +6.8% | +2.0% |
| 3M | +7.5% | +24.0% | -16.5% | +2.8% |
| 6M | +15.6% | +17.0% | -1.4% | +11.4% |
| YTD | +22.7% | -0.7% | +23.4% | +21.8% |
| 1Y | +26.4% | +2.1% | +24.3% | +24.4% |
| 3Y | +72.5% | +48.7% | +23.8% | +53.8% |
| 5Y | +52.4% | +151.2% | -98.8% | +16.8% |
| All | +141.9% | +1,251.7% | -1,109.8% | +41.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling