-15.8%
INFQ vs LPLA
+6.0%
-21.8%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.9% | -0.6% | +0.9% |
| 7D | +2.1% | -1.5% | +3.6% | +2.4% |
| 30D | +6.1% | -6.0% | +12.2% | +7.4% |
| 3M | -7.1% | +24.0% | -31.1% | -12.2% |
| 6M | +14.8% | +17.0% | -2.2% | +9.2% |
| All | -15.8% | +6.0% | -21.8% | -15.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling