+1,350.8%
LPLA vs BBWI
+58.1%
+1,292.7%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.8% | -3.2% | -1.0% |
| 7D | -3.1% | +1.5% | -4.6% | -3.4% |
| 30D | -0.1% | -5.2% | +5.1% | +0.8% |
| 3M | +23.2% | +11.1% | +12.1% | +18.5% |
| 6M | +15.5% | -13.4% | +28.9% | +16.7% |
| YTD | +0.9% | +0.1% | +0.8% | -2.4% |
| 1Y | +0.2% | -36.1% | +36.3% | +7.8% |
| 3Y | +55.2% | -44.1% | +99.3% | +63.2% |
| 5Y | +145.4% | -66.2% | +211.7% | +184.1% |
| 10Y | +1,229.7% | -54.8% | +1,284.4% | +1,025.7% |
| All | +1,350.8% | +58.1% | +1,292.7% | +675.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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