+114.9%
BTI vs LPLA
+144.0%
-29.1%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.3% | -1.5% |
| 7D | -2.4% | -1.5% | -0.9% | -2.3% |
| 30D | -4.8% | -6.0% | +1.2% | -4.3% |
| 3M | -8.1% | +21.4% | -29.5% | -9.8% |
| 6M | -4.2% | +12.1% | -16.3% | -5.4% |
| YTD | -1.3% | -1.8% | +0.5% | -1.4% |
| 1Y | +2.1% | +3.2% | -1.1% | +1.4% |
| 3Y | +108.9% | +45.9% | +63.0% | +94.1% |
| All | +114.9% | +144.0% | -29.1% | +74.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling