+45.9%
LPLA vs TRU
-2.2%
+48.2%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.5% | -0.6% |
| 7D | -3.7% | -9.4% | +5.7% | -1.7% |
| 30D | -6.4% | -4.1% | -2.3% | -5.6% |
| 3M | +20.2% | +13.6% | +6.6% | +16.3% |
| 6M | +12.8% | +3.6% | +9.3% | +11.0% |
| YTD | -2.5% | -9.8% | +7.3% | -1.4% |
| 1Y | +1.9% | -13.6% | +15.6% | +3.8% |
| All | +45.9% | -2.2% | +48.2% | +61.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling