+1,133.4%
LPLA vs BUD
+100.1%
+1,033.3%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.3% | +2.0% | +2.8% |
| 7D | +2.3% | +1.3% | +1.0% | +1.7% |
| 30D | -7.7% | +10.0% | -17.7% | -11.6% |
| 3M | -15.7% | +1.6% | -17.3% | -16.5% |
| 6M | +0.8% | +6.5% | -5.7% | -2.7% |
| YTD | -14.2% | +34.8% | -49.1% | -26.3% |
| 1Y | -17.9% | +36.5% | -54.4% | -30.0% |
| 3Y | +36.1% | +49.0% | -12.9% | +7.3% |
| 5Y | +90.3% | +51.7% | +38.6% | +45.1% |
| 10Y | +841.0% | -7.5% | +848.5% | +711.4% |
| All | +1,133.4% | +100.1% | +1,033.3% | +579.7% |
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