+363.0%
ACWI vs LPLA
+1,081.7%
-718.8%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -3.4% | -0.4% | -3.0% |
| 7D | -4.0% | +7.6% | -11.7% | -5.8% |
| 30D | -5.8% | -9.5% | +3.7% | -3.9% |
| 3M | -5.0% | -16.3% | +11.3% | -1.5% |
| 6M | +0.7% | -8.0% | +8.7% | +1.6% |
| YTD | +8.4% | -15.5% | +24.0% | +11.0% |
| 1Y | +10.1% | -19.4% | +29.5% | +13.9% |
| 3Y | +70.8% | +39.7% | +31.1% | +49.1% |
| 5Y | +55.4% | +83.0% | -27.6% | +22.1% |
| 10Y | +223.3% | +933.4% | -710.1% | +55.5% |
| All | +363.0% | +1,081.7% | -718.8% | +90.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling