+2,838.3%
MA vs LPLA
+1,060.6%
+1,777.7%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.8% | +1.3% | +0.1% |
| 7D | +2.3% | +4.1% | -1.8% | +1.0% |
| 30D | +14.7% | -9.0% | +23.7% | +17.5% |
| 3M | +13.5% | -17.6% | +31.1% | +19.6% |
| 6M | +33.1% | -8.8% | +41.9% | +35.2% |
| YTD | +15.1% | -17.0% | +32.1% | +19.3% |
| 1Y | +18.7% | -20.4% | +39.1% | +24.5% |
| 3Y | +72.1% | +35.4% | +36.7% | +45.7% |
| 5Y | +92.8% | +79.7% | +13.1% | +42.0% |
| 10Y | +571.6% | +915.0% | -343.3% | +179.2% |
| All | +2,838.3% | +1,060.6% | +1,777.7% | +953.5% |
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