-3.4%
LPLA vs WETO
-99.4%
+96.0%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WETO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +7.1% | -7.7% | -0.7% |
| 7D | -3.7% | -19.9% | +16.2% | -3.6% |
| 30D | -6.4% | -42.7% | +36.3% | -7.3% |
| 3M | +20.2% | -97.7% | +117.9% | +17.7% |
| 6M | +12.8% | -94.4% | +107.3% | +8.9% |
| YTD | -2.5% | -97.0% | +94.5% | -4.8% |
| 1Y | +1.9% | -98.9% | +100.8% | +1.1% |
| All | -3.4% | -99.4% | +96.0% | -6.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WETO.
Daily Out/Under-Performance
Portfolio return minus WETO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WETO 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 WETO 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