-24.6%
AVTR vs LPLA
+50.5%
-75.1%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.5% | +4.4% | +2.4% |
| 7D | +7.4% | -2.1% | +9.5% | +7.9% |
| 30D | +12.2% | -3.3% | +15.6% | +13.0% |
| 3M | +57.4% | +23.5% | +33.8% | +49.3% |
| 6M | +86.7% | +12.0% | +74.7% | +81.1% |
| YTD | +33.1% | -1.7% | +34.7% | +33.3% |
| 1Y | +16.1% | +3.2% | +12.9% | +15.1% |
| 3Y | -24.6% | +46.2% | -70.8% | -24.3% |
| All | -24.6% | +50.5% | -75.1% | -24.3% |
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