-18.7%
AMRZ vs LPLA
-19.6%
+0.9%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.2% | +1.5% | -0.3% |
| 7D | -5.5% | -3.2% | -2.3% | -4.9% |
| 30D | +15.6% | -8.6% | +24.3% | +17.0% |
| 3M | -12.1% | -18.7% | +6.6% | -9.4% |
| 6M | -19.4% | +4.5% | -24.0% | -20.5% |
| YTD | -21.9% | -15.3% | -6.6% | -20.5% |
| 1Y | -15.0% | -19.9% | +4.9% | -13.5% |
| All | -18.7% | -19.6% | +0.9% | -17.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling