+81.2%
LPLA vs SUI
-27.8%
+109.0%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.7% | -2.3% | -2.8% |
| 7D | -2.8% | -3.8% | +1.1% | -1.9% |
| 30D | -10.2% | +3.9% | -14.1% | -10.8% |
| 3M | -22.3% | +0.2% | -22.5% | -22.3% |
| 6M | -0.5% | -4.2% | +3.7% | +0.2% |
| YTD | -17.9% | -2.5% | -15.3% | -17.7% |
| 1Y | -22.0% | -4.0% | -18.0% | -21.6% |
| 3Y | +29.4% | +16.5% | +12.9% | +22.8% |
| 5Y | +81.2% | -27.2% | +108.4% | +106.5% |
| All | +81.2% | -27.8% | +109.0% | +106.5% |
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 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