+405.2%
GEN vs LPLA
+1,311.2%
-906.0%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.3% | -1.9% | -2.1% |
| 7D | -1.2% | -3.1% | +1.9% | -0.5% |
| 30D | +10.1% | -0.1% | +10.2% | +10.2% |
| 3M | +16.1% | +23.2% | -7.1% | +10.9% |
| 6M | +38.9% | +15.5% | +23.3% | +34.1% |
| YTD | +14.4% | +0.9% | +13.5% | +13.3% |
| 1Y | +5.9% | +0.2% | +5.7% | +4.6% |
| 3Y | +58.8% | +55.2% | +3.6% | +40.9% |
| 5Y | +24.7% | +145.4% | -120.8% | -2.1% |
| 10Y | +163.1% | +1,229.7% | -1,066.6% | +37.5% |
| All | +405.2% | +1,311.2% | -906.0% | +127.7% |
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