+142.7%
EWY vs LPLA
+142.4%
+0.3%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.7% | -3.5% | -4.1% |
| 7D | +1.2% | -3.7% | +4.9% | +1.9% |
| 30D | +9.3% | -6.4% | +15.7% | +10.5% |
| 3M | +2.4% | +20.2% | -17.8% | -1.4% |
| 6M | +40.3% | +12.8% | +27.4% | +36.3% |
| YTD | +88.0% | -2.5% | +90.5% | +87.5% |
| 1Y | +143.8% | +1.9% | +141.9% | +140.5% |
| 3Y | +217.8% | +45.0% | +172.8% | +185.3% |
| 5Y | +142.7% | +146.6% | -3.9% | +69.6% |
| All | +142.7% | +142.4% | +0.3% | +69.6% |
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