+1,544.2%
ADI vs LPLA
+1,049.8%
+494.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.1% | -2.8% | -2.8% |
| 7D | +9.5% | -0.9% | +10.4% | +9.8% |
| 30D | -1.4% | -9.5% | +8.1% | +1.2% |
| 3M | +4.7% | -21.9% | +26.6% | +12.4% |
| 6M | -7.4% | -2.6% | -4.8% | -8.2% |
| YTD | +48.1% | -17.8% | +65.9% | +53.5% |
| 1Y | +69.6% | -21.2% | +90.8% | +78.3% |
| 3Y | +144.4% | +30.6% | +113.7% | +111.6% |
| 5Y | +134.1% | +81.3% | +52.8% | +74.1% |
| 10Y | +632.8% | +773.9% | -141.2% | +219.3% |
| All | +1,544.2% | +1,049.8% | +494.4% | +489.8% |
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 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