+8.2%
AJG vs LPLA
+46.5%
-38.3%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.9% | -3.1% | -1.4% |
| 7D | -8.3% | -1.5% | -6.7% | -8.1% |
| 30D | -5.7% | -6.0% | +0.3% | -5.1% |
| 3M | +9.1% | +24.0% | -15.0% | +6.7% |
| 6M | +15.2% | +17.0% | -1.8% | +13.1% |
| YTD | -6.3% | -0.7% | -5.6% | -6.6% |
| 1Y | -19.1% | +2.1% | -21.2% | -19.7% |
| 3Y | +8.2% | +48.7% | -40.5% | +0.3% |
| All | +8.2% | +46.5% | -38.3% | +0.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling