+385.0%
ATI vs LPLA
+1,311.2%
-926.2%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.3% | +3.3% | +3.1% |
| 7D | -0.1% | -3.1% | +3.0% | +1.5% |
| 30D | +2.7% | -0.1% | +2.8% | +2.6% |
| 3M | +16.3% | +23.2% | -6.9% | +3.5% |
| 6M | +30.2% | +15.5% | +14.6% | +18.5% |
| YTD | +83.6% | +0.9% | +82.7% | +77.0% |
| 1Y | +173.0% | +0.2% | +172.8% | +160.5% |
| 3Y | +356.6% | +55.2% | +301.4% | +232.2% |
| 5Y | +1,074.2% | +145.4% | +928.8% | +522.8% |
| 10Y | +1,136.2% | +1,229.7% | -93.4% | +189.1% |
| All | +385.0% | +1,311.2% | -926.2% | -9.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling