+37.3%
IQV vs LPLA
+3.8%
+33.5%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.9% | -0.1% | +1.3% |
| 7D | -2.2% | -1.5% | -0.7% | -1.9% |
| 30D | +8.3% | -6.0% | +14.3% | +9.8% |
| 3M | +44.6% | +24.0% | +20.5% | +37.7% |
| 6M | +52.6% | +17.0% | +35.6% | +47.9% |
| YTD | +16.1% | -0.7% | +16.8% | +18.0% |
| 1Y | +37.3% | +2.1% | +35.2% | +38.0% |
| All | +37.3% | +3.8% | +33.5% | +38.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling