+714.6%
BN vs LPLA
+1,311.2%
-596.6%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.2% |
| 7D | -2.5% | -3.1% | +0.6% | -1.4% |
| 30D | -9.5% | -0.1% | -9.4% | -9.5% |
| 3M | -10.4% | +23.2% | -33.6% | -16.8% |
| 6M | -6.4% | +15.5% | -21.9% | -11.6% |
| YTD | -11.9% | +0.9% | -12.8% | -13.2% |
| 1Y | -8.6% | +0.2% | -8.8% | -10.3% |
| 3Y | +77.6% | +55.2% | +22.3% | +46.9% |
| 5Y | +37.0% | +145.4% | -108.4% | -6.6% |
| 10Y | +266.4% | +1,229.7% | -963.3% | +50.6% |
| All | +714.6% | +1,311.2% | -596.6% | +194.2% |
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