+1,081.2%
LPLA vs IBN
+323.0%
+758.2%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.0% | -2.0% | -2.6% |
| 7D | -2.8% | +5.7% | -8.5% | -4.7% |
| 30D | -10.2% | +20.5% | -30.7% | -15.9% |
| 3M | -22.3% | +15.2% | -37.5% | -26.1% |
| 6M | -0.5% | +34.5% | -35.0% | -10.5% |
| YTD | -17.9% | +16.4% | -34.2% | -22.6% |
| 1Y | -22.0% | +13.5% | -35.6% | -25.9% |
| 3Y | +29.4% | +55.4% | -26.0% | +8.0% |
| 5Y | +81.2% | +73.1% | +8.2% | +45.6% |
| 10Y | +773.4% | +383.7% | +389.6% | +381.4% |
| All | +1,081.2% | +323.0% | +758.2% | +500.0% |
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