+84.9%
EWT vs LPLA
+3.8%
+81.1%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.9% | -0.1% | +1.6% |
| 7D | -1.1% | -1.5% | +0.4% | -1.0% |
| 30D | +4.5% | -6.0% | +10.5% | +5.0% |
| 3M | +8.3% | +24.0% | -15.8% | +5.4% |
| 6M | +54.2% | +17.0% | +37.2% | +51.2% |
| YTD | +74.6% | -0.7% | +75.2% | +73.5% |
| 1Y | +84.9% | +2.1% | +82.8% | +80.8% |
| All | +84.9% | +3.8% | +81.1% | +80.8% |
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