-41.7%
INTU vs LPLA
+143.6%
-185.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.5% | -1.6% | -3.4% |
| 7D | -7.5% | -2.1% | -5.5% | -7.0% |
| 30D | -1.9% | -3.3% | +1.4% | -1.0% |
| 3M | +4.9% | +23.5% | -18.7% | -1.2% |
| 6M | -33.2% | +12.0% | -45.2% | -35.7% |
| YTD | -51.4% | -1.7% | -49.7% | -51.7% |
| 1Y | -52.0% | +3.2% | -55.2% | -53.1% |
| 3Y | -40.7% | +46.2% | -86.9% | -49.1% |
| 5Y | -41.7% | +144.9% | -186.6% | -62.6% |
| All | -41.7% | +143.6% | -185.4% | -62.6% |
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 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