+75.4%
ACWI vs LPLA
+33.3%
+42.1%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.2% | +3.4% | +1.5% |
| 7D | -0.7% | -3.2% | +2.5% | -0.2% |
| 30D | -2.0% | -8.6% | +6.6% | -0.9% |
| 3M | -2.2% | -18.7% | +16.5% | +0.7% |
| 6M | +1.9% | +4.5% | -2.7% | +0.4% |
| YTD | +12.0% | -15.3% | +27.3% | +14.0% |
| 1Y | +12.5% | -19.9% | +32.4% | +15.7% |
| All | +75.4% | +33.3% | +42.1% | +68.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling