+64.5%
BEN vs LPLA
+1,311.2%
-1,246.8%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.3% | +3.8% | +3.6% |
| 7D | +0.2% | -3.1% | +3.3% | +1.5% |
| 30D | -0.5% | -0.1% | -0.5% | -0.6% |
| 3M | +9.7% | +23.2% | -13.5% | +0.8% |
| 6M | +33.9% | +15.5% | +18.4% | +25.6% |
| YTD | +49.0% | +0.9% | +48.1% | +46.5% |
| 1Y | +42.1% | +0.2% | +42.0% | +39.2% |
| 3Y | +51.9% | +55.2% | -3.4% | +20.0% |
| 5Y | +39.0% | +145.4% | -106.4% | -14.1% |
| 10Y | +57.9% | +1,229.7% | -1,171.8% | -52.3% |
| All | +64.5% | +1,311.2% | -1,246.8% | -58.4% |
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