+1,350.8%
LPLA vs WU
-14.3%
+1,365.1%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.7% | +0.1% |
| 7D | -3.1% | -0.8% | -2.2% | -2.8% |
| 30D | -0.1% | -1.1% | +1.0% | +0.2% |
| 3M | +23.2% | -3.9% | +27.1% | +22.4% |
| 6M | +15.5% | -20.7% | +36.2% | +23.5% |
| YTD | +0.9% | -18.4% | +19.2% | +6.4% |
| 1Y | +0.2% | -8.1% | +8.2% | -0.4% |
| 3Y | +55.2% | -24.2% | +79.4% | +61.7% |
| 5Y | +145.4% | -50.4% | +195.9% | +203.3% |
| 10Y | +1,229.7% | -40.0% | +1,269.7% | +1,387.6% |
| All | +1,350.8% | -14.3% | +1,365.1% | +1,298.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling