+173.0%
ATI vs LPLA
+0.7%
+172.3%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.3% | +3.3% | +3.0% |
| 7D | -0.1% | -3.1% | +3.0% | +0.2% |
| 30D | +2.7% | -0.1% | +2.8% | +2.7% |
| 3M | +16.3% | +23.2% | -6.9% | +14.8% |
| 6M | +30.2% | +15.5% | +14.6% | +29.0% |
| YTD | +83.6% | +0.9% | +82.7% | +83.4% |
| 1Y | +173.0% | +0.2% | +172.8% | +175.2% |
| All | +173.0% | +0.7% | +172.3% | +175.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling