+81.0%
LPLA vs SUI
-26.3%
+107.3%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.3% | -1.5% |
| 7D | +4.1% | +6.2% | -2.1% | +2.8% |
| 30D | -9.0% | +8.6% | -17.6% | -10.5% |
| 3M | -17.6% | +1.0% | -18.6% | -17.9% |
| 6M | -8.8% | -2.6% | -6.2% | -8.6% |
| YTD | -17.0% | -0.1% | -16.9% | -17.3% |
| 1Y | -20.4% | +0.5% | -20.9% | -20.8% |
| 3Y | +35.4% | +15.3% | +20.2% | +29.1% |
| All | +81.0% | -26.3% | +107.3% | +106.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling