-8.8%
IT vs LPLA
-16.5%
+7.7%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +4.6% | -3.2% | +0.7% |
| 7D | -5.5% | +15.7% | -21.2% | -7.6% |
| 30D | +10.3% | -6.2% | +16.5% | +11.0% |
| 3M | +11.5% | -12.0% | +23.5% | +12.8% |
| 6M | +40.3% | -2.7% | +43.0% | +40.8% |
| YTD | -17.9% | -12.5% | -5.3% | -18.3% |
| 1Y | -8.8% | -16.5% | +7.7% | -9.5% |
| All | -8.8% | -16.5% | +7.7% | -9.5% |
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