+148.9%
LPLA vs SUI
-32.0%
+180.9%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.2% |
| 7D | -3.1% | -2.8% | -0.2% | -2.6% |
| 30D | -0.1% | -1.2% | +1.1% | +0.1% |
| 3M | +23.2% | -1.7% | +25.0% | +23.5% |
| 6M | +15.5% | -10.5% | +26.0% | +17.8% |
| YTD | +0.9% | -1.8% | +2.7% | +1.0% |
| 1Y | +0.2% | -4.1% | +4.2% | +0.6% |
| 3Y | +55.2% | +11.3% | +44.0% | +49.0% |
| All | +148.9% | -32.0% | +180.9% | +185.5% |
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