+19.2%
D vs LPLA
+4.5%
+14.6%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.5% | +3.1% | +0.4% |
| 7D | +0.8% | -2.1% | +2.8% | +0.6% |
| 30D | -0.7% | -3.3% | +2.6% | -1.0% |
| 3M | +2.1% | +23.5% | -21.4% | +3.9% |
| 6M | +6.8% | +12.0% | -5.2% | +8.1% |
| YTD | +16.5% | -1.7% | +18.2% | +16.9% |
| 1Y | +19.2% | +3.2% | +15.9% | +21.0% |
| All | +19.2% | +4.5% | +14.6% | +21.0% |
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