+1,210.9%
LPLA vs TRU
+147.2%
+1,063.7%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.0% | +0.9% | +1.5% |
| 7D | -1.5% | -2.7% | +1.2% | -0.5% |
| 30D | -6.0% | -2.0% | -4.0% | -5.5% |
| 3M | +24.0% | +18.4% | +5.6% | +15.0% |
| 6M | +17.0% | +8.9% | +8.1% | +11.2% |
| YTD | -0.7% | -8.9% | +8.3% | +0.3% |
| 1Y | +2.1% | -15.9% | +18.0% | +6.0% |
| 3Y | +48.7% | -1.1% | +49.8% | +35.9% |
| 5Y | +151.2% | -35.2% | +186.4% | +184.5% |
| All | +1,210.9% | +147.2% | +1,063.7% | +888.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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