-21.2%
LPLA vs ALLY
-1.0%
-20.1%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.8% | -0.3% |
| 7D | -0.9% | +0.4% | -1.3% | -1.1% |
| 30D | -9.5% | +5.2% | -14.7% | -11.7% |
| 3M | -21.9% | -13.3% | -8.6% | -16.9% |
| 6M | -2.6% | -6.7% | +4.0% | -0.9% |
| YTD | -17.8% | -12.8% | -5.0% | -13.0% |
| 1Y | -21.2% | +0.7% | -21.9% | -23.5% |
| All | -21.2% | -1.0% | -20.1% | -23.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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