+145.1%
LPLA vs MTB
+103.8%
+41.3%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -2.0% | -2.2% |
| 7D | -2.1% | +2.8% | -4.8% | -3.5% |
| 30D | -3.3% | -4.2% | +0.8% | -1.1% |
| 3M | +23.5% | +7.8% | +15.7% | +18.4% |
| 6M | +12.0% | +14.8% | -2.8% | +3.6% |
| YTD | -1.7% | +20.8% | -22.4% | -11.4% |
| 1Y | +3.2% | +23.1% | -19.9% | -8.1% |
| 3Y | +46.2% | +114.8% | -68.6% | -5.0% |
| All | +145.1% | +103.8% | +41.3% | +57.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 MTB 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