+148.9%
LPLA vs BUD
+46.3%
+102.6%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +1.2% |
| 3M | +23.2% | +3.1% | +20.1% | +22.0% |
| 6M | +15.5% | +7.9% | +7.7% | +12.8% |
| YTD | +0.9% | +27.3% | -26.4% | -6.0% |
| 1Y | +0.2% | +37.8% | -37.6% | -8.8% |
| 3Y | +55.2% | +49.8% | +5.4% | +32.7% |
| All | +148.9% | +46.3% | +102.6% | +117.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling