-64.5%
AVTR vs LPLA
+145.5%
-210.0%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.2% | -2.2% | -2.4% |
| 7D | +1.6% | -1.5% | +3.1% | +1.9% |
| 30D | +8.4% | -6.0% | +14.3% | +9.7% |
| 3M | +50.2% | +21.4% | +28.8% | +43.5% |
| 6M | +82.6% | +12.1% | +70.5% | +77.3% |
| YTD | +29.8% | -1.8% | +31.7% | +29.8% |
| 1Y | +16.0% | +3.2% | +12.8% | +14.6% |
| 3Y | -26.4% | +45.9% | -72.4% | -31.8% |
| 5Y | -64.5% | +144.7% | -209.1% | -72.1% |
| All | -64.5% | +145.5% | -210.0% | -72.1% |
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 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