+651.0%
IBB vs LPLA
+1,060.6%
-409.6%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.8% | +3.5% | +2.1% |
| 7D | -1.8% | +4.1% | -6.0% | -2.8% |
| 30D | +5.1% | -9.0% | +14.1% | +6.9% |
| 3M | +10.7% | -17.6% | +28.3% | +15.0% |
| 6M | +22.9% | -8.8% | +31.7% | +24.0% |
| YTD | +26.7% | -17.0% | +43.7% | +29.9% |
| 1Y | +35.1% | -20.4% | +55.5% | +39.8% |
| 3Y | +80.2% | +35.4% | +44.8% | +57.9% |
| 5Y | +37.8% | +79.7% | -41.9% | +8.1% |
| 10Y | +161.2% | +915.0% | -753.8% | +17.1% |
| All | +651.0% | +1,060.6% | -409.6% | +208.8% |
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