+144.9%
LPLA vs IBN
+56.7%
+88.2%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.5% | 0.0% | -1.4% |
| 7D | -2.1% | -2.2% | +0.1% | -1.1% |
| 30D | -3.3% | -2.3% | -1.1% | -2.4% |
| 3M | +23.5% | +15.9% | +7.7% | +15.4% |
| 6M | +12.0% | +5.6% | +6.4% | +8.9% |
| YTD | -1.7% | -0.1% | -1.6% | -2.3% |
| 1Y | +3.2% | -6.5% | +9.8% | +5.4% |
| 3Y | +46.2% | +29.3% | +16.9% | +20.8% |
| 5Y | +144.9% | +56.6% | +88.3% | +72.2% |
| All | +144.9% | +56.7% | +88.2% | +72.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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