+20.6%
GEN vs LPLA
+143.6%
-123.0%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.5% | -0.2% | -2.2% |
| 7D | -0.7% | -2.1% | +1.4% | -0.2% |
| 30D | +2.6% | -3.3% | +6.0% | +3.4% |
| 3M | +15.8% | +23.5% | -7.8% | +10.5% |
| 6M | +33.1% | +12.0% | +21.1% | +29.4% |
| YTD | +11.3% | -1.7% | +13.0% | +10.8% |
| 1Y | +1.7% | +3.2% | -1.6% | -0.2% |
| 3Y | +58.1% | +46.2% | +11.9% | +42.7% |
| 5Y | +20.6% | +144.9% | -124.3% | -9.5% |
| All | +20.6% | +143.6% | -123.0% | -9.5% |
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