-12.3%
IP vs LPLA
+79.1%
-91.4%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.4% | -0.6% | -3.2% |
| 7D | -5.0% | +7.6% | -12.6% | -6.6% |
| 30D | +6.5% | -9.5% | +16.0% | +8.5% |
| 3M | -18.0% | -16.3% | -1.7% | -15.0% |
| 6M | +10.3% | -8.0% | +18.3% | +11.3% |
| YTD | -9.9% | -15.5% | +5.6% | -7.7% |
| 1Y | -1.1% | -19.4% | +18.3% | +2.5% |
| 3Y | +13.0% | +39.7% | -26.7% | +0.1% |
| 5Y | -12.3% | +83.0% | -95.3% | -31.2% |
| All | -12.3% | +79.1% | -91.4% | -31.2% |
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