+1,314.0%
LPLA vs BNS
+270.8%
+1,043.1%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.0% | -1.5% | -1.8% |
| 7D | -2.1% | +1.8% | -3.9% | -3.4% |
| 30D | -3.3% | +4.5% | -7.8% | -6.9% |
| 3M | +23.5% | +15.8% | +7.8% | +10.1% |
| 6M | +12.0% | +31.5% | -19.5% | -9.7% |
| YTD | -1.7% | +28.6% | -30.3% | -19.5% |
| 1Y | +3.2% | +48.2% | -45.0% | -24.4% |
| 3Y | +46.2% | +130.8% | -84.6% | -26.1% |
| 5Y | +144.9% | +94.9% | +50.0% | +40.7% |
| 10Y | +1,195.1% | +179.6% | +1,015.5% | +462.2% |
| All | +1,314.0% | +270.8% | +1,043.1% | +445.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling