+672.7%
EWT vs LPLA
+1,273.0%
-600.4%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.2% |
| 7D | +2.1% | -1.5% | +3.7% | +2.5% |
| 30D | +9.4% | -6.0% | +15.3% | +10.8% |
| 3M | +10.9% | +21.4% | -10.5% | +5.8% |
| 6M | +57.9% | +12.1% | +45.9% | +52.9% |
| YTD | +75.9% | -1.8% | +77.8% | +74.6% |
| 1Y | +89.7% | +3.2% | +86.5% | +85.7% |
| 3Y | +200.9% | +45.9% | +154.9% | +166.6% |
| 5Y | +154.5% | +144.7% | +9.8% | +93.7% |
| 10Y | +520.8% | +1,222.4% | -701.7% | +207.5% |
| All | +672.7% | +1,273.0% | -600.4% | +233.7% |
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 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