+40.1%
BND vs LPLA
+1,275.5%
-1,235.4%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.5% | +2.5% | -0.1% |
| 7D | +0.1% | -2.1% | +2.2% | +0.1% |
| 30D | -0.4% | -3.3% | +3.0% | -0.4% |
| 3M | -0.2% | +23.5% | -23.8% | +0.1% |
| 6M | -1.2% | +12.0% | -13.2% | -0.9% |
| YTD | -0.3% | -1.7% | +1.4% | -0.3% |
| 1Y | +0.4% | +3.2% | -2.8% | +0.6% |
| 3Y | +13.4% | +46.2% | -32.8% | +14.5% |
| 5Y | -1.5% | +144.9% | -146.4% | +0.3% |
| 10Y | +15.5% | +1,195.1% | -1,179.6% | +21.3% |
| All | +40.1% | +1,275.5% | -1,235.4% | +49.1% |
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