-7.1%
IAU vs LPLA
-21.6%
+14.5%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | +0.1% | +0.1% |
| 7D | -4.6% | -0.9% | -3.6% | -4.5% |
| 30D | -5.4% | -9.5% | +4.1% | -5.0% |
| 3M | -10.9% | -21.9% | +11.0% | -9.7% |
| 6M | -17.4% | -2.6% | -14.7% | -17.3% |
| YTD | -10.2% | -17.8% | +7.6% | -7.7% |
| 1Y | -7.1% | -21.2% | +14.1% | -3.7% |
| All | -7.1% | -21.6% | +14.5% | -3.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling