+341.4%
MDT vs LPLA
+1,049.8%
-708.4%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.1% | +1.8% | +1.8% |
| 7D | +1.0% | -0.9% | +2.0% | +1.2% |
| 30D | +9.2% | -9.5% | +18.7% | +11.1% |
| 3M | +14.5% | -21.9% | +36.4% | +19.9% |
| 6M | +37.3% | -2.6% | +39.9% | +37.0% |
| YTD | +9.8% | -17.8% | +27.6% | +12.8% |
| 1Y | +10.5% | -21.2% | +31.7% | +14.4% |
| 3Y | +57.4% | +30.6% | +26.8% | +41.2% |
| 5Y | +1.2% | +81.3% | -80.2% | -19.5% |
| 10Y | +63.2% | +773.9% | -710.7% | -13.0% |
| All | +341.4% | +1,049.8% | -708.4% | +104.7% |
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