+163.7%
LPLA vs MNDY
-49.8%
+213.6%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.0% | -0.1% | +1.7% |
| 7D | -1.5% | -4.6% | +3.1% | -1.1% |
| 30D | -6.0% | +1.0% | -7.0% | -6.3% |
| 3M | +24.0% | +9.1% | +14.9% | +22.3% |
| 6M | +17.0% | +14.2% | +2.8% | +14.1% |
| YTD | -0.7% | -41.1% | +40.5% | +3.3% |
| 1Y | +2.1% | -54.7% | +56.8% | +8.9% |
| 3Y | +48.7% | -50.6% | +99.2% | +54.1% |
| 5Y | +151.2% | -76.7% | +227.9% | +149.8% |
| All | +163.7% | -49.8% | +213.6% | +176.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MNDY.
Daily Out/Under-Performance
Portfolio return minus MNDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNDY 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 10y: compounded portfolio wealth divided by compounded MNDY 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…
10y analysis · Full analysis span regression · 6 months rolling