+58.9%
IBIT vs LPLA
+31.3%
+27.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +3.4% | -4.7% | -2.3% |
| 7D | -2.4% | +2.3% | -4.7% | -3.0% |
| 30D | -9.1% | -7.7% | -1.4% | -7.4% |
| 3M | +15.0% | -15.7% | +30.7% | +20.1% |
| 6M | -6.9% | +0.8% | -7.7% | -8.7% |
| YTD | -14.8% | -14.2% | -0.5% | -11.8% |
| 1Y | -28.1% | -17.9% | -10.2% | -24.6% |
| All | +58.9% | +31.3% | +27.7% | +46.4% |
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 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