+394.7%
GEN vs LPLA
+1,111.7%
-717.0%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.0% | -0.3% | +0.5% |
| 7D | +1.0% | +3.6% | -2.6% | +0.2% |
| 30D | +29.1% | -6.8% | +35.8% | +30.6% |
| 3M | +2.9% | -17.0% | +19.9% | +6.7% |
| 6M | +33.6% | +1.8% | +31.8% | +32.3% |
| YTD | +12.0% | -13.4% | +25.4% | +14.2% |
| 1Y | +16.2% | -17.5% | +33.7% | +19.5% |
| 3Y | +65.1% | +36.5% | +28.6% | +50.1% |
| 5Y | +33.3% | +92.6% | -59.3% | +9.9% |
| 10Y | +149.7% | +809.2% | -659.5% | +41.1% |
| All | +394.7% | +1,111.7% | -717.0% | +129.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling