-32.8%
INFY vs LPLA
+3.8%
-36.5%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.9% | -0.4% | +1.1% |
| 7D | -5.4% | -1.5% | -3.8% | -5.0% |
| 30D | -9.9% | -6.0% | -3.8% | -8.7% |
| 3M | -4.6% | +24.0% | -28.6% | -8.4% |
| 6M | -18.5% | +17.0% | -35.5% | -21.1% |
| YTD | -36.5% | -0.7% | -35.9% | -37.6% |
| 1Y | -32.8% | +2.1% | -34.9% | -34.1% |
| All | -32.8% | +3.8% | -36.5% | -34.1% |
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 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