+82.3%
INDA vs LPLA
+1,251.7%
-1,169.4%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.9% | -0.9% | +0.5% |
| 7D | -2.7% | -1.5% | -1.1% | -2.3% |
| 30D | -2.8% | -6.0% | +3.2% | -1.5% |
| 3M | +1.6% | +24.0% | -22.4% | -3.5% |
| 6M | -1.4% | +17.0% | -18.4% | -5.5% |
| YTD | -10.1% | -0.7% | -9.5% | -10.9% |
| 1Y | -8.8% | +2.1% | -10.9% | -10.6% |
| 3Y | +7.6% | +48.7% | -41.1% | -6.8% |
| 5Y | +5.8% | +151.2% | -145.5% | -24.6% |
| All | +82.3% | +1,251.7% | -1,169.4% | -14.3% |
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