+1,350.8%
LPLA vs ARWR
+870.1%
+480.6%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.3% |
| 7D | -3.1% | +1.7% | -4.7% | -3.2% |
| 30D | -0.1% | -0.7% | +0.6% | -0.1% |
| 3M | +23.2% | +14.9% | +8.3% | +21.2% |
| 6M | +15.5% | +32.6% | -17.1% | +11.8% |
| YTD | +0.9% | +30.0% | -29.2% | -2.3% |
| 1Y | +0.2% | +208.4% | -208.2% | -10.9% |
| 3Y | +55.2% | +208.8% | -153.6% | +32.4% |
| 5Y | +145.4% | +27.8% | +117.6% | +120.1% |
| 10Y | +1,229.7% | +1,107.6% | +122.1% | +863.8% |
| All | +1,350.8% | +870.1% | +480.6% | +884.9% |
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