+36.1%
LPLA vs BUD
+48.5%
-12.5%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.3% | +2.0% | +3.3% |
| 7D | +2.3% | +1.3% | +1.0% | +2.2% |
| 30D | -7.7% | +10.0% | -17.7% | -7.9% |
| 3M | -15.7% | +1.6% | -17.3% | -16.0% |
| 6M | +0.8% | +6.5% | -5.7% | +0.4% |
| YTD | -14.2% | +34.8% | -49.1% | -15.3% |
| 1Y | -17.9% | +36.5% | -54.4% | -19.0% |
| 3Y | +36.1% | +49.0% | -12.9% | +33.5% |
| All | +36.1% | +48.5% | -12.5% | +33.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 3y: compounded portfolio wealth divided by compounded BUD 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…
3y analysis · Full analysis span regression · 6 months rolling