+1,350.8%
LPLA vs BWA
+214.1%
+1,136.7%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.8% | -3.1% | -1.5% |
| 7D | -3.1% | +5.7% | -8.7% | -5.4% |
| 30D | -0.1% | +1.4% | -1.5% | -0.9% |
| 3M | +23.2% | -12.1% | +35.3% | +28.9% |
| 6M | +15.5% | +28.6% | -13.0% | +1.0% |
| YTD | +0.9% | +51.1% | -50.2% | -20.5% |
| 1Y | +0.2% | +55.9% | -55.7% | -22.8% |
| 3Y | +55.2% | +70.1% | -14.9% | +9.6% |
| 5Y | +145.4% | +90.7% | +54.7% | +59.5% |
| 10Y | +1,229.7% | +154.0% | +1,075.7% | +602.7% |
| All | +1,350.8% | +214.1% | +1,136.7% | +625.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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