+35.6%
DD vs LPLA
+2.8%
+32.8%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.2% | -0.4% |
| 7D | -2.9% | -3.7% | +0.8% | -2.5% |
| 30D | -11.5% | -6.4% | -5.1% | -10.8% |
| 3M | -5.4% | +20.2% | -25.6% | -7.6% |
| 6M | -6.9% | +12.8% | -19.8% | -8.6% |
| YTD | +6.9% | -2.5% | +9.4% | +5.6% |
| 1Y | +35.6% | +1.9% | +33.7% | +31.3% |
| All | +35.6% | +2.8% | +32.8% | +31.3% |
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