+146.6%
LPLA vs BNS
+92.5%
+54.1%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.5% | -1.1% |
| 7D | -3.7% | -2.2% | -1.5% | -2.5% |
| 30D | -6.4% | +4.5% | -10.9% | -8.8% |
| 3M | +20.2% | +14.9% | +5.3% | +11.0% |
| 6M | +12.8% | +32.5% | -19.6% | -3.9% |
| YTD | -2.5% | +28.6% | -31.1% | -15.7% |
| 1Y | +1.9% | +48.4% | -46.4% | -18.9% |
| 3Y | +45.0% | +130.8% | -85.8% | -13.4% |
| 5Y | +146.6% | +94.8% | +51.8% | +69.0% |
| All | +146.6% | +92.5% | +54.1% | +69.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 5y: compounded portfolio wealth divided by compounded BNS 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…
5y analysis · Full analysis span regression · 6 months rolling