+184.8%
AU vs LPLA
+1,273.0%
-1,088.2%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.6% |
| 7D | +0.6% | -1.5% | +2.2% | +0.6% |
| 30D | +12.3% | -6.0% | +18.3% | +12.2% |
| 3M | +29.4% | +21.4% | +8.0% | +29.7% |
| 6M | +3.2% | +12.1% | -8.9% | +3.4% |
| YTD | +31.8% | -1.8% | +33.6% | +31.9% |
| 1Y | +83.4% | +3.2% | +80.2% | +83.7% |
| 3Y | +623.1% | +45.9% | +577.1% | +630.5% |
| 5Y | +700.5% | +144.7% | +555.9% | +715.9% |
| 10Y | +717.6% | +1,222.4% | -504.9% | +759.9% |
| All | +184.8% | +1,273.0% | -1,088.2% | +203.5% |
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