+140.1%
AMT vs LPLA
+757.5%
-617.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.0% | +2.8% | 0.0% |
| 7D | -2.2% | -2.8% | +0.6% | -1.9% |
| 30D | +5.8% | -10.2% | +15.9% | +6.6% |
| 3M | +12.6% | -22.3% | +34.8% | +14.9% |
| 6M | +8.3% | -0.5% | +8.8% | +7.9% |
| YTD | +11.4% | -17.9% | +29.3% | +12.7% |
| 1Y | +7.7% | -22.0% | +29.8% | +9.5% |
| 3Y | +14.8% | +29.4% | -14.6% | +7.2% |
| 5Y | -18.0% | +81.2% | -99.2% | -29.4% |
| All | +140.1% | +757.5% | -617.4% | +65.6% |
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