+193.0%
EWJ vs LPLA
+1,049.8%
-856.8%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -2.7% |
| 3M | -6.8% | -21.9% | +15.0% | -2.6% |
| 6M | -0.9% | -2.6% | +1.7% | -1.2% |
| YTD | +14.3% | -17.8% | +32.1% | +17.1% |
| 1Y | +15.3% | -21.2% | +36.5% | +19.1% |
| 3Y | +65.6% | +30.6% | +35.0% | +50.6% |
| 5Y | +47.5% | +81.3% | -33.9% | +21.1% |
| 10Y | +126.2% | +773.9% | -647.8% | +26.4% |
| All | +193.0% | +1,049.8% | -856.8% | +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 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