+1,114.8%
LPLA vs SUI
+586.1%
+528.7%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.7% | -4.1% | -3.6% |
| 7D | +7.6% | +8.8% | -1.1% | +4.5% |
| 30D | -9.5% | +8.9% | -18.4% | -12.0% |
| 3M | -16.3% | +2.0% | -18.4% | -16.9% |
| 6M | -8.0% | -0.6% | -7.3% | -8.0% |
| YTD | -15.5% | +1.3% | -16.9% | -16.3% |
| 1Y | -19.4% | +1.3% | -20.6% | -20.2% |
| 3Y | +39.7% | +16.3% | +23.4% | +27.9% |
| 5Y | +83.0% | -25.1% | +108.1% | +96.0% |
| 10Y | +933.4% | +121.1% | +812.4% | +651.4% |
| All | +1,114.8% | +586.1% | +528.7% | +454.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling