+59.6%
DD vs LPLA
+145.5%
-85.9%
-40.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.2% | -2.4% | -2.5% |
| 7D | -3.8% | -1.5% | -2.2% | -3.4% |
| 30D | -9.2% | -6.0% | -3.3% | -7.7% |
| 3M | -9.0% | +21.4% | -30.4% | -14.4% |
| 6M | -5.0% | +12.1% | -17.0% | -8.9% |
| YTD | +7.4% | -1.8% | +9.2% | +6.4% |
| 1Y | +35.1% | +3.2% | +31.9% | +31.0% |
| 3Y | +43.2% | +45.9% | -2.7% | +20.4% |
| 5Y | +59.6% | +144.7% | -85.0% | +0.2% |
| All | +59.6% | +145.5% | -85.9% | +0.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling