+1,314.0%
LPLA vs NVMI
+5,429.5%
-4,115.5%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.3% | -3.9% | -2.9% |
| 7D | -2.1% | +11.7% | -13.8% | -4.9% |
| 30D | -3.3% | -4.0% | +0.7% | -2.6% |
| 3M | +23.5% | -25.8% | +49.3% | +30.9% |
| 6M | +12.0% | -8.3% | +20.3% | +10.0% |
| YTD | -1.7% | +14.8% | -16.5% | -10.2% |
| 1Y | +3.2% | +37.9% | -34.6% | -11.4% |
| 3Y | +46.2% | +216.3% | -170.1% | -8.9% |
| 5Y | +144.9% | +277.2% | -132.3% | +38.0% |
| 10Y | +1,195.1% | +3,074.3% | -1,879.3% | +288.7% |
| All | +1,314.0% | +5,429.5% | -4,115.5% | +267.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling