+43.2%
ADM vs LPLA
+3.3%
+39.9%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.2% | +2.6% | +2.4% |
| 7D | +1.4% | -1.5% | +2.9% | +1.4% |
| 30D | +8.2% | -6.0% | +14.2% | +8.2% |
| 3M | +8.7% | +21.4% | -12.7% | +8.4% |
| 6M | +29.1% | +12.1% | +17.0% | +28.6% |
| YTD | +53.7% | -1.8% | +55.5% | +54.1% |
| 1Y | +43.2% | +3.2% | +40.0% | +42.9% |
| All | +43.2% | +3.3% | +39.9% | +42.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling