+67.7%
INCY vs LPLA
+147.5%
-79.8%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.9% | -3.3% | -1.7% |
| 7D | -4.2% | -1.5% | -2.6% | -4.0% |
| 30D | +0.6% | -6.0% | +6.6% | +1.4% |
| 3M | +12.6% | +24.0% | -11.4% | +9.1% |
| 6M | +28.3% | +17.0% | +11.3% | +25.1% |
| YTD | +23.0% | -0.7% | +23.7% | +22.7% |
| 1Y | +41.0% | +2.1% | +38.9% | +39.9% |
| 3Y | +88.6% | +48.7% | +39.9% | +76.1% |
| All | +67.7% | +147.5% | -79.8% | +50.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling