+651.5%
ADI vs LPLA
+1,251.7%
-600.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.9% | +3.0% | +4.2% |
| 7D | +4.6% | -1.5% | +6.1% | +5.1% |
| 30D | -1.2% | -6.0% | +4.8% | +0.9% |
| 3M | -7.8% | +24.0% | -31.9% | -15.2% |
| 6M | +19.3% | +17.0% | +2.4% | +11.3% |
| YTD | +40.9% | -0.7% | +41.6% | +38.3% |
| 1Y | +54.5% | +2.1% | +52.4% | +49.4% |
| 3Y | +123.4% | +48.7% | +74.7% | +83.2% |
| 5Y | +142.3% | +151.2% | -8.9% | +53.0% |
| All | +651.5% | +1,251.7% | -600.2% | +205.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling