+1,091.6%
ATI vs LPLA
+1,226.8%
-135.2%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.7% | -3.0% | -3.3% |
| 7D | -2.7% | -3.7% | +1.0% | -0.6% |
| 30D | -13.5% | -6.4% | -7.1% | -10.3% |
| 3M | +8.5% | +20.2% | -11.7% | -3.2% |
| 6M | +25.2% | +12.8% | +12.3% | +14.4% |
| YTD | +73.4% | -2.5% | +75.9% | +69.7% |
| 1Y | +160.5% | +1.9% | +158.6% | +144.8% |
| 3Y | +347.3% | +45.0% | +302.3% | +223.1% |
| 5Y | +1,049.0% | +146.6% | +902.4% | +432.4% |
| All | +1,091.6% | +1,226.8% | -135.2% | +108.8% |
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