+1,314.0%
LPLA vs BTG
+195.4%
+1,118.6%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.9% | +0.3% | -2.5% |
| 7D | -2.1% | +4.8% | -6.9% | -2.1% |
| 30D | -3.3% | +8.3% | -11.7% | -3.4% |
| 3M | +23.5% | +32.3% | -8.8% | +23.4% |
| 6M | +12.0% | +3.0% | +9.1% | +11.9% |
| YTD | -1.7% | +21.9% | -23.6% | -1.8% |
| 1Y | +3.2% | +28.2% | -24.9% | +3.0% |
| 3Y | +46.2% | +99.9% | -53.7% | +45.5% |
| 5Y | +144.9% | +73.6% | +71.3% | +143.9% |
| 10Y | +1,195.1% | +136.5% | +1,058.6% | +1,210.8% |
| All | +1,314.0% | +195.4% | +1,118.6% | +1,256.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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