+34.6%
LPLA vs WU
-23.1%
+57.7%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.0% | +0.8% | -1.9% |
| 7D | -3.2% | +2.1% | -5.3% | -3.4% |
| 30D | -8.6% | +10.1% | -18.8% | -9.7% |
| 3M | -18.7% | -1.1% | -17.5% | -18.7% |
| 6M | +4.5% | -19.8% | +24.3% | +7.2% |
| YTD | -15.3% | -20.8% | +5.4% | -13.2% |
| 1Y | -19.9% | -15.1% | -4.8% | -18.8% |
| All | +34.6% | -23.1% | +57.7% | +39.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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