+66.7%
IBIT vs LPLA
+50.5%
+16.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.5% | +0.7% | -1.1% |
| 7D | +1.4% | -2.1% | +3.5% | +2.1% |
| 30D | +20.6% | -3.3% | +24.0% | +21.8% |
| 3M | +23.7% | +23.5% | +0.1% | +14.9% |
| 6M | +15.0% | +12.0% | +3.0% | +9.7% |
| YTD | -10.6% | -1.7% | -8.9% | -10.5% |
| 1Y | -30.3% | +3.2% | -33.5% | -31.5% |
| All | +66.7% | +50.5% | +16.2% | +48.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling