+15.9%
D vs LPLA
-21.6%
+37.5%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.2% | +0.2% |
| 7D | -1.4% | -0.9% | -0.4% | -1.4% |
| 30D | +7.7% | -9.5% | +17.2% | +7.4% |
| 3M | -0.3% | -21.9% | +21.6% | -1.7% |
| 6M | +10.1% | -2.6% | +12.7% | +10.4% |
| YTD | +19.1% | -17.8% | +36.9% | +18.9% |
| 1Y | +15.9% | -21.2% | +37.1% | +14.7% |
| All | +15.9% | -21.6% | +37.5% | +14.7% |
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