+366.0%
ATI vs LPLA
+50.5%
+315.5%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.5% | +1.0% | -0.7% |
| 7D | +3.2% | -2.1% | +5.2% | +3.9% |
| 30D | -9.0% | -3.3% | -5.7% | -8.0% |
| 3M | +15.1% | +23.5% | -8.4% | +6.6% |
| 6M | +38.1% | +12.0% | +26.1% | +31.7% |
| YTD | +80.7% | -1.7% | +82.3% | +79.2% |
| 1Y | +167.5% | +3.2% | +164.3% | +158.0% |
| 3Y | +366.0% | +46.2% | +319.8% | +286.1% |
| All | +366.0% | +50.5% | +315.5% | +286.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling