-7.0%
LPLA vs PLTU
+126.1%
-133.1%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +11.1% | -7.7% | +2.5% |
| 7D | +2.3% | -11.7% | +14.0% | +3.1% |
| 30D | -7.7% | -36.9% | +29.3% | -4.7% |
| 3M | -15.7% | -10.9% | -4.8% | -15.8% |
| 6M | +0.8% | +18.0% | -17.2% | -4.0% |
| YTD | -14.2% | -39.0% | +24.8% | -14.2% |
| 1Y | -17.9% | -41.5% | +23.6% | -18.1% |
| All | -7.0% | +126.1% | -133.1% | -27.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 3y: compounded portfolio wealth divided by compounded PLTU 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…
3y analysis · Full analysis span regression · 6 months rolling