+146.6%
LPLA vs SSNC
+14.9%
+131.7%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.1% | -0.4% |
| 7D | -3.7% | -6.7% | +3.1% | -0.3% |
| 30D | -6.4% | -0.8% | -5.6% | -6.1% |
| 3M | +20.2% | +16.1% | +4.1% | +10.8% |
| 6M | +12.8% | +7.9% | +4.9% | +7.8% |
| YTD | -2.5% | -8.7% | +6.2% | +1.1% |
| 1Y | +1.9% | -9.5% | +11.4% | +6.0% |
| 3Y | +45.0% | +47.7% | -2.7% | +15.2% |
| 5Y | +146.6% | +17.6% | +129.0% | +135.3% |
| All | +146.6% | +14.9% | +131.7% | +135.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SSNC.
Daily Out/Under-Performance
Portfolio return minus SSNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SSNC 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 SSNC 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