-21.2%
LPLA vs ARWR
+17.3%
-38.5%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.3% | 0.0% |
| 7D | -0.9% | -17.8% | +16.9% | -0.1% |
| 30D | -9.5% | -18.1% | +8.6% | -8.7% |
| 3M | -21.9% | -44.2% | +22.3% | -19.3% |
| 6M | -2.6% | -38.6% | +36.0% | -0.6% |
| YTD | -17.8% | -28.0% | +10.2% | -18.3% |
| 1Y | -21.2% | +16.1% | -37.3% | -24.1% |
| All | -21.2% | +17.3% | -38.5% | -24.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling