+930.3%
ATI vs LPLA
+758.1%
+172.3%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.1% | -3.8% | -3.8% |
| 7D | +4.2% | -0.9% | +5.1% | +4.6% |
| 30D | -2.5% | -9.5% | +7.0% | +1.8% |
| 3M | -19.4% | -21.9% | +2.4% | -9.0% |
| 6M | +11.1% | -2.6% | +13.7% | +9.4% |
| YTD | +59.5% | -17.8% | +77.3% | +69.0% |
| 1Y | +85.8% | -21.2% | +106.9% | +101.7% |
| 3Y | +311.9% | +30.6% | +281.3% | +208.1% |
| 5Y | +963.2% | +81.3% | +881.9% | +486.1% |
| All | +930.3% | +758.1% | +172.3% | +113.4% |
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