+1,350.8%
LPLA vs MDY
+446.1%
+904.7%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.4% |
| 7D | -3.1% | +0.1% | -3.2% | -3.2% |
| 30D | -0.1% | -1.5% | +1.4% | +1.4% |
| 3M | +23.2% | +0.8% | +22.5% | +21.7% |
| 6M | +15.5% | +7.4% | +8.1% | +6.0% |
| YTD | +0.9% | +15.2% | -14.3% | -13.9% |
| 1Y | +0.2% | +16.5% | -16.4% | -15.7% |
| 3Y | +55.2% | +46.8% | +8.4% | -0.2% |
| 5Y | +145.4% | +46.0% | +99.4% | +58.2% |
| 10Y | +1,229.7% | +172.1% | +1,057.6% | +362.6% |
| All | +1,350.8% | +446.1% | +904.7% | +219.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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