+7.8%
INDA vs LPLA
+44.8%
-37.0%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -0.8% |
| 7D | -2.6% | -1.5% | -1.1% | -2.5% |
| 30D | -2.9% | -6.0% | +3.0% | -2.5% |
| 3M | +2.4% | +21.4% | -19.0% | +0.6% |
| 6M | -2.6% | +12.1% | -14.7% | -3.7% |
| YTD | -10.0% | -1.8% | -8.1% | -10.2% |
| 1Y | -7.7% | +3.2% | -10.9% | -8.3% |
| All | +7.8% | +44.8% | -37.0% | +6.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling