+15.6%
A vs LPLA
+3.3%
+12.2%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.3% | -1.4% |
| 7D | -4.4% | -1.5% | -2.8% | -4.2% |
| 30D | -2.7% | -6.0% | +3.3% | -2.1% |
| 3M | +7.0% | +21.4% | -14.3% | +4.7% |
| 6M | +24.6% | +12.1% | +12.5% | +23.5% |
| YTD | +7.0% | -1.8% | +8.9% | +7.1% |
| 1Y | +15.6% | +3.2% | +12.4% | +14.4% |
| All | +15.6% | +3.3% | +12.2% | +14.4% |
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