+62.4%
EWY vs LPLA
-16.5%
+78.9%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +4.6% | -6.5% | -1.6% |
| 7D | -8.3% | +15.7% | -24.0% | -7.5% |
| 30D | -20.5% | -6.2% | -14.4% | -20.3% |
| 3M | -11.1% | -12.0% | +0.9% | -10.9% |
| 6M | -7.0% | -2.7% | -4.3% | -5.5% |
| YTD | +56.5% | -12.5% | +69.0% | +59.8% |
| 1Y | +62.4% | -16.5% | +78.9% | +70.0% |
| All | +62.4% | -16.5% | +78.9% | +70.0% |
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 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