+260.6%
BTI vs LPLA
+1,311.2%
-1,050.7%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -1.1% |
| 7D | -1.4% | -3.1% | +1.7% | -0.9% |
| 30D | -6.6% | -0.1% | -6.5% | -6.7% |
| 3M | -3.0% | +23.2% | -26.2% | -6.2% |
| 6M | -6.7% | +15.5% | -22.2% | -9.2% |
| YTD | +0.6% | +0.9% | -0.3% | -0.3% |
| 1Y | +5.6% | +0.2% | +5.4% | +4.4% |
| 3Y | +110.3% | +55.2% | +55.1% | +89.2% |
| 5Y | +114.3% | +145.4% | -31.2% | +73.4% |
| 10Y | +67.7% | +1,229.7% | -1,162.0% | -1.0% |
| All | +260.6% | +1,311.2% | -1,050.7% | +100.2% |
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