+199.8%
EWT vs LPLA
+44.8%
+155.0%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.2% |
| 7D | +2.1% | -1.5% | +3.7% | +2.4% |
| 30D | +9.4% | -6.0% | +15.3% | +10.4% |
| 3M | +10.9% | +21.4% | -10.5% | +6.9% |
| 6M | +57.9% | +12.1% | +45.9% | +54.1% |
| YTD | +75.9% | -1.8% | +77.8% | +75.2% |
| 1Y | +89.7% | +3.2% | +86.5% | +86.7% |
| All | +199.8% | +44.8% | +155.0% | +184.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling