+55.4%
IOT vs LPLA
+125.3%
-69.9%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.9% | -2.0% | -0.9% |
| 7D | -4.5% | -1.5% | -3.0% | -3.9% |
| 30D | -2.4% | -6.0% | +3.6% | +0.1% |
| 3M | +19.0% | +24.0% | -5.1% | +8.6% |
| 6M | +19.6% | +17.0% | +2.6% | +10.7% |
| YTD | +8.3% | -0.7% | +8.9% | +6.6% |
| 1Y | -0.8% | +2.1% | -2.9% | -3.8% |
| 3Y | +24.4% | +48.7% | -24.3% | -2.2% |
| All | +55.4% | +125.3% | -69.9% | -18.7% |
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