+875.5%
MDB vs LPLA
+510.8%
+364.7%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.8% | +4.5% | +3.4% |
| 7D | -11.4% | +4.1% | -15.5% | -12.9% |
| 30D | -13.8% | -9.0% | -4.8% | -11.6% |
| 3M | -15.5% | -17.6% | +2.2% | -10.3% |
| 6M | +17.9% | -8.8% | +26.8% | +19.5% |
| YTD | -25.5% | -17.0% | -8.4% | -22.4% |
| 1Y | -12.1% | -20.4% | +8.3% | -7.1% |
| 3Y | -5.9% | +35.4% | -41.3% | -21.1% |
| 5Y | -43.7% | +79.7% | -123.4% | -59.0% |
| All | +875.5% | +510.8% | +364.7% | +319.1% |
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