+47.6%
EWJ vs LPLA
+80.3%
-32.8%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.1% | +0.3% | +0.3% |
| 7D | +4.0% | -0.9% | +4.9% | +4.1% |
| 30D | -4.3% | -9.5% | +5.2% | -3.0% |
| 3M | -6.8% | -21.9% | +15.0% | -3.6% |
| 6M | -0.9% | -2.6% | +1.7% | -1.1% |
| YTD | +14.3% | -17.8% | +32.1% | +16.6% |
| 1Y | +15.3% | -21.2% | +36.5% | +18.4% |
| 3Y | +65.6% | +30.6% | +35.0% | +53.8% |
| All | +47.6% | +80.3% | -32.8% | +21.3% |
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