-16.5%
LPLA vs NVDX
-27.2%
+10.7%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -6.2% | +10.8% | +5.0% |
| 7D | +15.7% | -14.1% | +29.8% | +16.7% |
| 30D | -6.2% | -31.3% | +25.2% | -4.1% |
| 3M | -12.0% | -16.2% | +4.2% | -11.4% |
| 6M | -2.7% | -11.9% | +9.1% | -3.9% |
| YTD | -12.5% | -9.4% | -3.1% | -15.1% |
| 1Y | -16.5% | -23.9% | +7.3% | -18.0% |
| All | -16.5% | -27.2% | +10.7% | -18.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 1y: compounded portfolio wealth divided by compounded NVDX 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…
1y analysis · Full analysis span regression · 6 months rolling