+1,195.1%
LPLA vs ARWR
+1,075.6%
+119.5%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.4% | -1.1% | -2.4% |
| 7D | -2.1% | +2.9% | -4.9% | -2.4% |
| 30D | -3.3% | -2.9% | -0.4% | -3.1% |
| 3M | +23.5% | +15.2% | +8.3% | +21.2% |
| 6M | +12.0% | +42.3% | -30.3% | +7.1% |
| YTD | -1.7% | +28.2% | -29.9% | -5.1% |
| 1Y | +3.2% | +213.2% | -210.0% | -9.9% |
| 3Y | +46.2% | +184.6% | -138.4% | +22.4% |
| 5Y | +144.9% | +29.2% | +115.7% | +115.5% |
| 10Y | +1,195.1% | +1,012.5% | +182.5% | +915.9% |
| All | +1,195.1% | +1,075.6% | +119.5% | +915.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 10y: compounded portfolio wealth divided by compounded ARWR 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…
10y analysis · Full analysis span regression · 6 months rolling