+1,350.8%
LPLA vs IBN
+272.7%
+1,078.1%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | -0.1% |
| 7D | -3.1% | +1.4% | -4.5% | -3.5% |
| 30D | -0.1% | -0.3% | +0.2% | 0.0% |
| 3M | +23.2% | +17.1% | +6.1% | +16.4% |
| 6M | +15.5% | +3.4% | +12.1% | +13.8% |
| YTD | +0.9% | +2.5% | -1.6% | -0.5% |
| 1Y | +0.2% | -4.2% | +4.3% | +0.9% |
| 3Y | +55.2% | +32.4% | +22.8% | +37.2% |
| 5Y | +145.4% | +59.2% | +86.2% | +102.7% |
| 10Y | +1,229.7% | +345.7% | +884.0% | +654.0% |
| All | +1,350.8% | +272.7% | +1,078.1% | +671.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling