+398.1%
AGI vs LPLA
+142.4%
+255.7%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.7% | -2.6% | -3.3% |
| 7D | -5.3% | -3.7% | -1.6% | -5.2% |
| 30D | +6.8% | -6.4% | +13.1% | +6.8% |
| 3M | +8.3% | +20.2% | -11.9% | +8.3% |
| 6M | -29.2% | +12.8% | -42.1% | -29.3% |
| YTD | -7.3% | -2.5% | -4.8% | -7.2% |
| 1Y | +8.0% | +1.9% | +6.1% | +8.2% |
| 3Y | +206.6% | +45.0% | +161.6% | +209.7% |
| 5Y | +398.1% | +146.6% | +251.5% | +437.2% |
| All | +398.1% | +142.4% | +255.7% | +437.2% |
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