+2.1%
LPLA vs NVMI
+32.8%
-30.7%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.6% | +0.3% | +1.8% |
| 7D | -1.5% | -0.1% | -1.5% | -1.5% |
| 30D | -6.0% | -8.4% | +2.4% | -5.5% |
| 3M | +24.0% | -33.6% | +57.6% | +27.3% |
| 6M | +17.0% | -14.7% | +31.7% | +15.0% |
| YTD | -0.7% | +13.2% | -13.9% | -7.7% |
| 1Y | +2.1% | +29.0% | -26.9% | -3.6% |
| All | +2.1% | +32.8% | -30.7% | -3.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 NVMI 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