+416.4%
AMT vs LPLA
+1,099.8%
-683.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.4% | -3.3% | -0.2% |
| 7D | +0.4% | +2.3% | -1.9% | +0.1% |
| 30D | +3.7% | -7.7% | +11.4% | +4.4% |
| 3M | +10.7% | -15.7% | +26.4% | +12.4% |
| 6M | +9.3% | +0.8% | +8.4% | +8.7% |
| YTD | +10.9% | -14.2% | +25.2% | +11.8% |
| 1Y | +10.5% | -17.9% | +28.4% | +11.9% |
| 3Y | +15.5% | +36.1% | -20.5% | +7.4% |
| 5Y | -20.6% | +90.3% | -110.9% | -31.4% |
| 10Y | +124.5% | +841.0% | -716.4% | +46.6% |
| All | +416.4% | +1,099.8% | -683.4% | +200.7% |
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