+122.2%
INDA vs LPLA
+1,008.8%
-886.5%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.0% | +2.9% | +0.5% |
| 7D | +3.1% | -2.8% | +5.8% | +3.6% |
| 30D | +9.1% | -10.2% | +19.3% | +11.1% |
| 3M | +3.2% | -22.3% | +25.5% | +8.1% |
| 6M | +8.5% | -0.5% | +8.9% | +7.6% |
| YTD | -4.6% | -17.9% | +13.2% | -2.1% |
| 1Y | -5.5% | -22.0% | +16.5% | -2.1% |
| 3Y | +16.7% | +29.4% | -12.7% | +4.9% |
| 5Y | +9.0% | +81.2% | -72.2% | -12.7% |
| 10Y | +116.6% | +773.4% | -656.7% | +17.4% |
| All | +122.2% | +1,008.8% | -886.5% | +17.0% |
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