-5.8%
BN vs LPLA
-21.6%
+15.7%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.1% | -1.7% | -1.6% |
| 7D | -1.0% | -0.9% | -0.1% | -0.7% |
| 30D | +14.0% | -9.5% | +23.5% | +16.2% |
| 3M | -9.0% | -21.9% | +12.9% | -3.3% |
| 6M | -8.8% | -2.6% | -6.2% | -8.8% |
| YTD | -10.3% | -17.8% | +7.5% | -7.0% |
| 1Y | -5.8% | -21.2% | +15.4% | -1.0% |
| All | -5.8% | -21.6% | +15.7% | -1.0% |
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