+54.4%
LPLA vs BUD
+50.2%
+4.3%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.3% |
| 7D | -3.1% | +0.3% | -3.3% | -3.1% |
| 30D | -0.1% | -5.7% | +5.6% | 0.0% |
| 3M | +23.2% | +3.1% | +20.1% | +23.0% |
| 6M | +15.5% | +7.9% | +7.7% | +15.0% |
| YTD | +0.9% | +27.3% | -26.4% | -0.4% |
| 1Y | +0.2% | +37.8% | -37.6% | -1.4% |
| All | +54.4% | +50.2% | +4.3% | +47.8% |
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