+1,726.2%
BE vs LPLA
+46.5%
+1,679.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +1.9% | +4.8% | +6.0% |
| 7D | +9.0% | -1.5% | +10.6% | +9.6% |
| 30D | +16.3% | -6.0% | +22.3% | +18.9% |
| 3M | +10.8% | +24.0% | -13.2% | +0.4% |
| 6M | +73.2% | +17.0% | +56.2% | +59.5% |
| YTD | +217.4% | -0.7% | +218.0% | +214.2% |
| 1Y | +309.8% | +2.1% | +307.7% | +303.8% |
| 3Y | +1,726.2% | +48.7% | +1,677.5% | +1,682.9% |
| All | +1,726.2% | +46.5% | +1,679.6% | +1,682.9% |
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 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