+146.1%
EWT vs LPLA
+142.4%
+3.7%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.7% | -1.9% | -2.4% |
| 7D | -1.1% | -3.7% | +2.6% | -0.4% |
| 30D | +4.8% | -6.4% | +11.2% | +6.0% |
| 3M | +11.1% | +20.2% | -9.0% | +7.0% |
| 6M | +54.6% | +12.8% | +41.8% | +50.2% |
| YTD | +71.4% | -2.5% | +73.9% | +70.7% |
| 1Y | +82.1% | +1.9% | +80.2% | +79.3% |
| 3Y | +193.2% | +45.0% | +148.3% | +164.3% |
| 5Y | +146.1% | +146.6% | -0.5% | +76.0% |
| All | +146.1% | +142.4% | +3.7% | +76.0% |
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 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