+892.1%
LPLA vs SUI
+115.7%
+776.4%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.3% | -1.2% |
| 7D | +4.1% | +6.2% | -2.1% | +1.9% |
| 30D | -9.0% | +8.6% | -17.6% | -11.6% |
| 3M | -17.6% | +1.0% | -18.6% | -17.9% |
| 6M | -8.8% | -2.6% | -6.2% | -8.2% |
| YTD | -17.0% | -0.1% | -16.9% | -17.4% |
| 1Y | -20.4% | +0.5% | -20.9% | -21.0% |
| 3Y | +35.4% | +15.3% | +20.2% | +23.5% |
| 5Y | +79.7% | -26.1% | +105.9% | +97.3% |
| All | +892.1% | +115.7% | +776.4% | +916.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling