+515.6%
IQV vs LPLA
+1,085.2%
-569.6%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.5% | -0.7% | -2.5% |
| 7D | +0.3% | -2.1% | +2.4% | +0.9% |
| 30D | +8.6% | -3.3% | +11.9% | +9.5% |
| 3M | +41.1% | +23.5% | +17.6% | +32.8% |
| 6M | +48.6% | +12.0% | +36.5% | +43.3% |
| YTD | +15.0% | -1.7% | +16.7% | +14.7% |
| 1Y | +38.1% | +3.2% | +34.9% | +35.2% |
| 3Y | +21.4% | +46.2% | -24.8% | +4.5% |
| 5Y | -1.0% | +144.9% | -145.9% | -29.7% |
| 10Y | +233.0% | +1,195.1% | -962.1% | +55.3% |
| All | +515.6% | +1,085.2% | -569.6% | +183.4% |
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 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