+337.2%
ADM vs LPLA
+1,311.2%
-974.1%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.3% |
| 7D | +3.8% | -3.1% | +6.8% | +4.5% |
| 30D | +9.8% | -0.1% | +9.8% | +9.7% |
| 3M | +2.1% | +23.2% | -21.1% | -3.4% |
| 6M | +27.5% | +15.5% | +12.0% | +21.9% |
| YTD | +50.2% | +0.9% | +49.3% | +47.8% |
| 1Y | +40.6% | +0.2% | +40.4% | +37.7% |
| 3Y | +17.2% | +55.2% | -38.0% | -1.5% |
| 5Y | +61.9% | +145.4% | -83.5% | +15.6% |
| 10Y | +159.3% | +1,229.7% | -1,070.4% | +11.9% |
| All | +337.2% | +1,311.2% | -974.1% | +64.6% |
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