+15.9%
AMDL vs LPLA
+1.6%
+14.4%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -3.1% | +15.0% | +10.9% |
| 7D | +103.5% | -2.9% | +106.4% | +101.4% |
| 30D | -18.3% | -10.2% | -8.1% | -19.3% |
| 3M | +20.1% | -22.3% | +42.4% | +10.4% |
| 6M | +15.9% | -0.6% | +16.5% | +11.1% |
| All | +15.9% | +1.6% | +14.4% | +11.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling