+2,457.5%
ALNY vs LPLA
+1,275.5%
+1,182.1%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.5% | +0.3% | -1.5% |
| 7D | +5.7% | -2.1% | +7.8% | +6.3% |
| 30D | +18.7% | -3.3% | +22.0% | +19.7% |
| 3M | -11.0% | +23.5% | -34.5% | -16.8% |
| 6M | -18.9% | +12.0% | -30.9% | -22.2% |
| YTD | -34.6% | -1.7% | -32.9% | -35.2% |
| 1Y | -42.8% | +3.2% | -46.1% | -44.5% |
| 3Y | +29.1% | +46.2% | -17.1% | +8.0% |
| 5Y | +39.6% | +144.9% | -105.3% | -6.8% |
| 10Y | +253.8% | +1,195.1% | -941.3% | +8.3% |
| All | +2,457.5% | +1,275.5% | +1,182.1% | +596.1% |
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