+73.7%
BEN vs LPLA
+1,084.6%
-1,010.9%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.2% | +2.3% | +0.9% |
| 7D | +7.2% | -3.2% | +10.3% | +8.5% |
| 30D | +14.1% | -8.6% | +22.7% | +17.3% |
| 3M | +9.9% | -18.7% | +28.6% | +17.9% |
| 6M | +17.4% | +4.5% | +12.8% | +13.6% |
| YTD | +57.3% | -15.3% | +72.6% | +63.9% |
| 1Y | +66.9% | -19.9% | +86.8% | +77.5% |
| 3Y | +85.7% | +33.4% | +52.3% | +54.0% |
| 5Y | +31.2% | +87.4% | -56.2% | -10.6% |
| 10Y | +61.0% | +800.4% | -739.4% | -44.0% |
| All | +73.7% | +1,084.6% | -1,010.9% | -53.4% |
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