+72.3%
BEN vs LPLA
+1,049.8%
-977.4%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.4% | +0.4% |
| 7D | +6.8% | -0.9% | +7.7% | +7.2% |
| 30D | +18.0% | -9.5% | +27.5% | +21.7% |
| 3M | +7.5% | -21.9% | +29.3% | +17.0% |
| 6M | +14.7% | -2.6% | +17.3% | +14.1% |
| YTD | +56.1% | -17.8% | +73.9% | +64.5% |
| 1Y | +69.6% | -21.2% | +90.8% | +81.4% |
| 3Y | +87.7% | +30.6% | +57.1% | +56.9% |
| 5Y | +28.6% | +81.3% | -52.7% | -11.2% |
| 10Y | +59.8% | +773.9% | -714.1% | -43.8% |
| All | +72.3% | +1,049.8% | -977.4% | -53.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling