+176.6%
ADM vs LPLA
+1,198.0%
-1,021.4%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.2% | +2.6% | +2.5% |
| 7D | +1.4% | -1.5% | +2.9% | +1.7% |
| 30D | +8.2% | -6.0% | +14.2% | +9.7% |
| 3M | +8.7% | +21.4% | -12.7% | +3.3% |
| 6M | +29.1% | +12.1% | +17.0% | +24.4% |
| YTD | +53.7% | -1.8% | +55.5% | +52.3% |
| 1Y | +43.2% | +3.2% | +40.0% | +39.4% |
| 3Y | +21.4% | +45.9% | -24.5% | +3.3% |
| 5Y | +67.1% | +144.7% | -77.6% | +17.1% |
| 10Y | +176.6% | +1,222.4% | -1,045.9% | +37.8% |
| All | +176.6% | +1,198.0% | -1,021.4% | +37.8% |
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 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