+143.5%
LTH vs LPLA
+123.9%
+19.7%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.4% |
| 7D | -0.6% | -3.1% | +2.4% | +0.2% |
| 30D | -4.6% | -0.1% | -4.5% | -4.7% |
| 3M | +32.8% | +23.2% | +9.6% | +24.4% |
| 6M | +64.6% | +15.5% | +49.1% | +56.6% |
| YTD | +62.6% | +0.9% | +61.8% | +60.3% |
| 1Y | +49.9% | +0.2% | +49.8% | +47.2% |
| 3Y | +151.3% | +55.2% | +96.1% | +106.6% |
| All | +143.5% | +123.9% | +19.7% | +53.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LPLA.
Daily Out/Under-Performance
Portfolio return minus LPLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LPLA 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 LPLA 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