+135.1%
ADI vs LPLA
+145.5%
-10.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.6% |
| 7D | +2.6% | -1.5% | +4.2% | +3.1% |
| 30D | -4.6% | -6.0% | +1.4% | -3.0% |
| 3M | -9.5% | +21.4% | -30.9% | -15.0% |
| 6M | +14.8% | +12.1% | +2.8% | +9.8% |
| YTD | +35.8% | -1.8% | +37.7% | +34.4% |
| 1Y | +48.9% | +3.2% | +45.7% | +44.4% |
| 3Y | +115.6% | +45.9% | +69.6% | +85.6% |
| 5Y | +135.1% | +144.7% | -9.6% | +56.5% |
| All | +135.1% | +145.5% | -10.4% | +56.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling