-44.6%
INFY vs LPLA
+147.5%
-192.1%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.9% | -0.4% | +1.1% |
| 7D | -5.4% | -1.5% | -3.8% | -5.1% |
| 30D | -9.9% | -6.0% | -3.8% | -8.8% |
| 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% | -36.9% |
| 1Y | -32.8% | +2.1% | -34.9% | -33.7% |
| 3Y | -32.2% | +48.7% | -80.9% | -38.6% |
| All | -44.6% | +147.5% | -192.1% | -58.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling