+114.5%
ADI vs LPLA
+50.5%
+64.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.5% | +2.8% | +1.0% |
| 7D | +2.4% | -2.1% | +4.5% | +3.0% |
| 30D | -6.6% | -3.3% | -3.2% | -5.8% |
| 3M | -9.8% | +23.5% | -33.3% | -15.7% |
| 6M | +15.7% | +12.0% | +3.7% | +10.8% |
| YTD | +35.1% | -1.7% | +36.8% | +33.9% |
| 1Y | +47.7% | +3.2% | +44.5% | +43.1% |
| 3Y | +114.5% | +46.2% | +68.3% | +94.8% |
| All | +114.5% | +50.5% | +64.0% | +94.8% |
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