+1,186.7%
LPLA vs UUUU
+495.2%
+691.5%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.3% | +5.7% | +0.1% |
| 7D | -3.7% | -5.0% | +1.4% | -3.1% |
| 30D | -6.4% | -7.8% | +1.4% | -5.7% |
| 3M | +20.2% | -0.4% | +20.6% | +19.2% |
| 6M | +12.8% | -32.9% | +45.7% | +16.3% |
| YTD | -2.5% | -6.3% | +3.8% | -5.2% |
| 1Y | +1.9% | +7.9% | -6.0% | -5.1% |
| 3Y | +45.0% | +85.2% | -40.2% | +17.9% |
| 5Y | +146.6% | +97.0% | +49.6% | +87.5% |
| All | +1,186.7% | +495.2% | +691.5% | +609.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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