-20.7%
MDLN vs LPLA
-4.0%
-16.7%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.9% | -1.4% | 0.0% |
| 7D | -11.1% | -1.5% | -9.6% | -10.7% |
| 30D | -8.4% | -6.0% | -2.4% | -7.1% |
| 3M | -12.4% | +24.0% | -36.4% | -16.9% |
| 6M | -23.3% | +17.0% | -40.3% | -26.0% |
| YTD | -22.5% | -0.7% | -21.9% | -22.8% |
| All | -20.7% | -4.0% | -16.7% | -20.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling