+116.3%
INDA vs LPLA
+757.5%
-641.2%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.0% | +2.9% | +0.6% |
| 7D | +3.1% | -2.8% | +5.8% | +3.7% |
| 30D | +9.1% | -10.2% | +19.3% | +11.3% |
| 3M | +3.2% | -22.3% | +25.5% | +8.6% |
| 6M | +8.5% | -0.5% | +8.9% | +7.4% |
| YTD | -4.6% | -17.9% | +13.2% | -1.9% |
| 1Y | -5.5% | -22.0% | +16.5% | -1.7% |
| 3Y | +16.7% | +29.4% | -12.7% | +3.2% |
| 5Y | +9.0% | +81.2% | -72.2% | -16.4% |
| All | +116.3% | +757.5% | -641.2% | +7.8% |
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 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