+37.0%
MDT vs LPLA
+1,251.7%
-1,214.7%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.9% | -2.6% | -1.1% |
| 7D | -3.4% | -1.5% | -1.9% | -3.1% |
| 30D | +0.2% | -6.0% | +6.2% | +1.5% |
| 3M | +14.3% | +24.0% | -9.8% | +8.7% |
| 6M | +4.0% | +17.0% | -13.0% | -0.1% |
| YTD | -3.7% | -0.7% | -3.0% | -4.5% |
| 1Y | -0.4% | +2.1% | -2.5% | -2.2% |
| 3Y | +23.3% | +48.7% | -25.4% | +7.1% |
| 5Y | -18.9% | +151.2% | -170.1% | -42.6% |
| All | +37.0% | +1,251.7% | -1,214.7% | -28.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling