+62.6%
ADM vs LPLA
+143.6%
-81.1%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.5% | +2.4% | +0.2% |
| 7D | -0.1% | -2.1% | +2.0% | +0.2% |
| 30D | +11.0% | -3.3% | +14.4% | +11.5% |
| 3M | +6.0% | +23.5% | -17.5% | +2.4% |
| 6M | +26.9% | +12.0% | +14.9% | +24.0% |
| YTD | +50.0% | -1.7% | +51.7% | +49.4% |
| 1Y | +39.6% | +3.2% | +36.4% | +37.3% |
| 3Y | +18.5% | +46.2% | -27.7% | +5.5% |
| 5Y | +62.6% | +144.9% | -82.3% | +21.8% |
| All | +62.6% | +143.6% | -81.1% | +21.8% |
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 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