-19.5%
MDT vs LPLA
+145.5%
-165.0%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.4% | -0.5% |
| 7D | -0.3% | -1.5% | +1.2% | -0.2% |
| 30D | +2.8% | -6.0% | +8.7% | +3.4% |
| 3M | +13.1% | +21.4% | -8.3% | +10.9% |
| 6M | +2.3% | +12.1% | -9.7% | +1.0% |
| YTD | -2.7% | -1.8% | -0.8% | -3.0% |
| 1Y | +0.9% | +3.2% | -2.3% | -0.1% |
| 3Y | +26.8% | +45.9% | -19.1% | +20.0% |
| 5Y | -19.5% | +144.7% | -164.1% | -34.9% |
| All | -19.5% | +145.5% | -165.0% | -34.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling