+211.0%
INTU vs LPLA
+1,198.0%
-987.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.4% | -1.5% |
| 7D | -8.5% | -1.5% | -6.9% | -8.0% |
| 30D | -6.1% | -6.0% | -0.2% | -4.3% |
| 3M | +7.3% | +21.4% | -14.0% | +0.8% |
| 6M | -33.2% | +12.1% | -45.3% | -36.2% |
| YTD | -52.2% | -1.8% | -50.3% | -52.5% |
| 1Y | -52.7% | +3.2% | -55.9% | -54.0% |
| 3Y | -41.6% | +45.9% | -87.6% | -50.9% |
| 5Y | -42.6% | +144.7% | -187.3% | -61.3% |
| 10Y | +211.0% | +1,222.4% | -1,011.4% | +35.6% |
| All | +211.0% | +1,198.0% | -987.0% | +35.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling