+85.8%
ATI vs LPLA
-21.6%
+107.3%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.1% | -3.8% | -3.7% |
| 7D | +4.2% | -0.9% | +5.1% | +4.3% |
| 30D | -2.5% | -9.5% | +7.0% | -1.5% |
| 3M | -19.4% | -21.9% | +2.4% | -16.9% |
| 6M | +11.1% | -2.6% | +13.7% | +11.6% |
| YTD | +59.5% | -17.8% | +77.3% | +61.3% |
| 1Y | +85.8% | -21.2% | +106.9% | +92.8% |
| All | +85.8% | -21.6% | +107.3% | +92.8% |
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 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