+1,350.8%
LPLA vs BUD
+88.9%
+1,261.8%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.4% |
| 7D | -3.1% | +0.3% | -3.3% | -3.2% |
| 30D | -0.1% | -5.7% | +5.6% | +2.4% |
| 3M | +23.2% | +3.1% | +20.1% | +21.0% |
| 6M | +15.5% | +7.9% | +7.7% | +10.5% |
| YTD | +0.9% | +27.3% | -26.4% | -11.0% |
| 1Y | +0.2% | +37.8% | -37.6% | -15.0% |
| 3Y | +55.2% | +49.8% | +5.4% | +21.4% |
| 5Y | +145.4% | +43.8% | +101.6% | +91.3% |
| 10Y | +1,229.7% | -22.6% | +1,252.3% | +1,143.3% |
| All | +1,350.8% | +88.9% | +1,261.8% | +721.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling