+36.0%
EWT vs LPLA
-19.9%
+55.9%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.5% | -3.4% | -8.1% | -11.3% |
| 7D | -19.0% | +7.6% | -26.6% | -19.3% |
| 30D | -27.0% | -9.5% | -17.5% | -26.2% |
| 3M | -15.6% | -16.3% | +0.8% | -14.2% |
| 6M | -7.4% | -8.0% | +0.5% | -6.3% |
| YTD | +35.2% | -15.5% | +50.7% | +34.9% |
| 1Y | +36.0% | -19.4% | +55.4% | +38.7% |
| All | +36.0% | -19.9% | +55.9% | +38.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling