-16.5%
LPLA vs SUI
+1.6%
-18.2%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +5.2% | -0.5% | +2.9% |
| 7D | +15.7% | +10.0% | +5.7% | +12.4% |
| 30D | -6.2% | +8.4% | -14.6% | -8.1% |
| 3M | -12.0% | +0.7% | -12.7% | -13.3% |
| 6M | -2.7% | -0.9% | -1.8% | -4.1% |
| YTD | -12.5% | +0.6% | -13.2% | -13.5% |
| 1Y | -16.5% | +0.8% | -17.3% | -17.3% |
| All | -16.5% | +1.6% | -18.2% | -17.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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