+45.8%
BEN vs LPLA
+2.8%
+43.0%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.7% | -0.7% | -1.1% |
| 7D | +0.3% | -3.7% | +4.0% | +1.4% |
| 30D | +0.9% | -6.4% | +7.3% | +2.8% |
| 3M | +9.2% | +20.2% | -11.0% | +3.2% |
| 6M | +36.8% | +12.8% | +23.9% | +31.6% |
| YTD | +44.4% | -2.5% | +46.9% | +43.3% |
| 1Y | +45.8% | +1.9% | +43.9% | +43.5% |
| All | +45.8% | +2.8% | +43.0% | +43.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling