-1.2%
IQV vs LPLA
+142.4%
-143.6%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.8% | +0.3% |
| 7D | -5.3% | -3.7% | -1.6% | -4.5% |
| 30D | +5.5% | -6.4% | +11.9% | +7.0% |
| 3M | +41.2% | +20.2% | +21.1% | +35.6% |
| 6M | +50.5% | +12.8% | +37.7% | +46.3% |
| YTD | +14.1% | -2.5% | +16.6% | +14.3% |
| 1Y | +39.9% | +1.9% | +38.0% | +38.4% |
| 3Y | +20.5% | +45.0% | -24.5% | +8.4% |
| 5Y | -1.2% | +146.6% | -147.8% | -25.4% |
| All | -1.2% | +142.4% | -143.6% | -25.4% |
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