+1,093.1%
LPLA vs ARWR
+553.5%
+539.6%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.2% | -3.0% | -1.9% |
| 7D | +4.1% | -2.9% | +7.1% | +4.4% |
| 30D | -9.0% | -5.4% | -3.6% | -8.6% |
| 3M | -17.6% | -32.2% | +14.6% | -15.0% |
| 6M | -8.8% | -26.5% | +17.7% | -7.0% |
| YTD | -17.0% | -12.4% | -4.6% | -17.0% |
| 1Y | -20.4% | +46.9% | -67.3% | -24.3% |
| 3Y | +35.4% | +116.0% | -80.5% | +19.2% |
| 5Y | +79.7% | -28.0% | +107.7% | +69.3% |
| 10Y | +915.0% | +923.9% | -9.0% | +649.0% |
| All | +1,093.1% | +553.5% | +539.6% | +736.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling