+144.7%
LPLA vs WU
-51.4%
+196.1%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | 0.0% |
| 7D | -1.5% | -4.9% | +3.4% | -0.6% |
| 30D | -6.0% | -1.3% | -4.7% | -5.8% |
| 3M | +21.4% | -3.6% | +24.9% | +20.7% |
| 6M | +12.1% | -24.3% | +36.4% | +18.2% |
| YTD | -1.8% | -21.1% | +19.2% | +2.3% |
| 1Y | +3.2% | -10.3% | +13.5% | +3.6% |
| 3Y | +45.9% | -28.4% | +74.3% | +52.2% |
| 5Y | +144.7% | -51.2% | +195.9% | +192.1% |
| All | +144.7% | -51.4% | +196.1% | +192.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling