+39.4%
BEN vs LPLA
+145.5%
-106.2%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.4% | -1.5% |
| 7D | +3.4% | -1.5% | +4.9% | +3.8% |
| 30D | +1.8% | -6.0% | +7.8% | +3.7% |
| 3M | +8.4% | +21.4% | -13.0% | +1.9% |
| 6M | +35.6% | +12.1% | +23.6% | +30.3% |
| YTD | +46.4% | -1.8% | +48.2% | +45.7% |
| 1Y | +46.3% | +3.2% | +43.1% | +42.9% |
| 3Y | +54.6% | +45.9% | +8.7% | +33.1% |
| 5Y | +39.4% | +144.7% | -105.3% | -19.9% |
| All | +39.4% | +145.5% | -106.2% | -19.9% |
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 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