+16.0%
D vs LPLA
-19.0%
+35.0%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.2% | +1.8% | -0.5% |
| 7D | -2.4% | -3.2% | +0.7% | -2.4% |
| 30D | +9.0% | -8.6% | +17.6% | +8.5% |
| 3M | +1.0% | -18.7% | +19.6% | -0.4% |
| 6M | +11.0% | +4.5% | +6.4% | +11.6% |
| YTD | +19.8% | -15.3% | +35.1% | +19.6% |
| 1Y | +16.0% | -19.9% | +35.8% | +14.2% |
| All | +16.0% | -19.0% | +35.0% | +14.2% |
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 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