+1,479.1%
GRMN vs LPLA
+1,275.5%
+203.6%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.5% | +2.0% | +0.1% |
| 7D | +0.2% | -2.1% | +2.3% | +0.7% |
| 30D | -11.3% | -3.3% | -8.0% | -10.6% |
| 3M | +17.7% | +23.5% | -5.8% | +11.4% |
| 6M | +14.2% | +12.0% | +2.2% | +10.2% |
| YTD | +37.0% | -1.7% | +38.7% | +36.1% |
| 1Y | +17.0% | +3.2% | +13.8% | +14.4% |
| 3Y | +183.2% | +46.2% | +137.0% | +148.6% |
| 5Y | +77.3% | +144.9% | -67.6% | +31.1% |
| 10Y | +630.9% | +1,195.1% | -564.2% | +243.3% |
| All | +1,479.1% | +1,275.5% | +203.6% | +588.5% |
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 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