+644.9%
IBB vs LPLA
+1,311.2%
-666.3%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.8% |
| 7D | +1.4% | -3.1% | +4.5% | +2.1% |
| 30D | +10.5% | -0.1% | +10.6% | +10.4% |
| 3M | +23.6% | +23.2% | +0.4% | +17.1% |
| 6M | +22.6% | +15.5% | +7.1% | +17.5% |
| YTD | +25.7% | +0.9% | +24.8% | +23.9% |
| 1Y | +51.4% | +0.2% | +51.2% | +48.7% |
| 3Y | +64.4% | +55.2% | +9.1% | +40.5% |
| 5Y | +22.1% | +145.4% | -123.3% | -10.9% |
| 10Y | +132.5% | +1,229.7% | -1,097.2% | -2.1% |
| All | +644.9% | +1,311.2% | -666.3% | +194.5% |
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