+966.7%
ATI vs LPLA
+88.0%
+878.8%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.2% | +4.9% | +3.4% |
| 7D | +4.7% | -3.2% | +7.9% | +6.0% |
| 30D | -0.2% | -8.6% | +8.4% | +2.5% |
| 3M | -18.5% | -18.7% | +0.2% | -12.8% |
| 6M | +16.4% | +4.5% | +11.8% | +12.5% |
| YTD | +63.4% | -15.3% | +78.7% | +69.1% |
| 1Y | +91.5% | -19.9% | +111.4% | +102.9% |
| 3Y | +329.2% | +33.4% | +295.8% | +256.8% |
| 5Y | +966.7% | +87.4% | +879.3% | +654.4% |
| All | +966.7% | +88.0% | +878.8% | +654.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling