-8.8%
IEF vs LPLA
+145.5%
-154.4%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.3% |
| 7D | -0.3% | -1.5% | +1.2% | -0.4% |
| 30D | -0.6% | -6.0% | +5.4% | -0.9% |
| 3M | -1.0% | +21.4% | -22.4% | +0.2% |
| 6M | -3.1% | +12.1% | -15.1% | -2.3% |
| YTD | -1.9% | -1.8% | 0.0% | -1.8% |
| 1Y | -1.4% | +3.2% | -4.6% | -0.8% |
| 3Y | +9.8% | +45.9% | -36.2% | +14.0% |
| 5Y | -8.8% | +144.7% | -153.5% | -0.7% |
| All | -8.8% | +145.5% | -154.4% | -0.7% |
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 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