+1,082.0%
LPLA vs WU
-16.7%
+1,098.7%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.4% | -1.3% | -0.4% |
| 7D | -0.9% | -2.0% | +1.1% | -0.2% |
| 30D | -9.5% | +11.4% | -20.9% | -13.4% |
| 3M | -21.9% | -6.8% | -15.0% | -20.1% |
| 6M | -2.6% | -14.6% | +12.0% | +0.9% |
| YTD | -17.8% | -20.6% | +2.8% | -12.8% |
| 1Y | -21.2% | -15.4% | -5.8% | -18.6% |
| 3Y | +30.6% | -23.6% | +54.2% | +35.7% |
| 5Y | +81.3% | -43.4% | +124.7% | +109.2% |
| 10Y | +773.9% | -38.8% | +812.7% | +868.1% |
| All | +1,082.0% | -16.7% | +1,098.7% | +1,046.6% |
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