+146.6%
LPLA vs NVMI
+263.1%
-116.5%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.1% | +1.4% | -0.3% |
| 7D | -3.7% | +3.8% | -7.4% | -4.4% |
| 30D | -6.4% | -7.6% | +1.2% | -5.2% |
| 3M | +20.2% | -28.0% | +48.2% | +26.2% |
| 6M | +12.8% | -15.3% | +28.2% | +12.9% |
| YTD | -2.5% | +11.5% | -14.0% | -9.1% |
| 1Y | +1.9% | +31.6% | -29.6% | -9.3% |
| 3Y | +45.0% | +207.0% | -162.0% | -1.9% |
| 5Y | +146.6% | +262.8% | -116.2% | +59.2% |
| All | +146.6% | +263.1% | -116.5% | +59.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling