+0.3%
AGI vs LPLA
-16.5%
+16.8%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.8% | +4.6% | +6.1% | +10.4% |
| 7D | -5.3% | +15.7% | -21.0% | -6.0% |
| 30D | -7.1% | -6.2% | -1.0% | -6.5% |
| 3M | +4.4% | -12.0% | +16.4% | +5.7% |
| 6M | -23.0% | -2.7% | -20.3% | -22.6% |
| YTD | -22.0% | -12.5% | -9.5% | -20.8% |
| 1Y | +0.3% | -16.5% | +16.8% | +6.8% |
| All | +0.3% | -16.5% | +16.8% | +6.8% |
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