+300.8%
MDT vs LPLA
+1,311.2%
-1,010.4%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.5% | +1.2% |
| 7D | +3.2% | -3.1% | +6.3% | +3.9% |
| 30D | +9.5% | -0.1% | +9.6% | +9.5% |
| 3M | +16.0% | +23.2% | -7.2% | +10.7% |
| 6M | +0.2% | +15.5% | -15.3% | -3.3% |
| YTD | -0.3% | +0.9% | -1.2% | -1.4% |
| 1Y | +4.7% | +0.2% | +4.6% | +3.2% |
| 3Y | +26.5% | +55.2% | -28.7% | +10.0% |
| 5Y | -18.2% | +145.4% | -163.6% | -39.0% |
| 10Y | +40.0% | +1,229.7% | -1,189.6% | -31.2% |
| All | +300.8% | +1,311.2% | -1,010.4% | +78.9% |
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 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