+114.1%
AG vs LPLA
+2.8%
+111.3%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.7% | -4.2% | -4.7% |
| 7D | -5.8% | -3.7% | -2.1% | -5.1% |
| 30D | +6.4% | -6.4% | +12.7% | +7.6% |
| 3M | +28.4% | +20.2% | +8.2% | +22.6% |
| 6M | -24.5% | +12.8% | -37.3% | -27.1% |
| YTD | +21.2% | -2.5% | +23.7% | +26.1% |
| 1Y | +114.1% | +1.9% | +112.2% | +122.8% |
| All | +114.1% | +2.8% | +111.3% | +122.8% |
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 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