+689.4%
INTU vs LPLA
+1,311.2%
-621.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.3% | -3.1% | -3.3% |
| 7D | -7.1% | -3.1% | -4.0% | -6.2% |
| 30D | +1.5% | -0.1% | +1.5% | +1.5% |
| 3M | +10.7% | +23.2% | -12.6% | +4.0% |
| 6M | -23.8% | +15.5% | -39.4% | -27.5% |
| YTD | -49.3% | +0.9% | -50.2% | -50.1% |
| 1Y | -49.7% | +0.2% | -49.8% | -50.6% |
| 3Y | -38.0% | +55.2% | -93.2% | -47.7% |
| 5Y | -38.7% | +145.4% | -184.2% | -56.1% |
| 10Y | +221.3% | +1,229.7% | -1,008.3% | +43.1% |
| All | +689.4% | +1,311.2% | -621.9% | +221.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling