+209.8%
MGY vs LPLA
+784.9%
-575.0%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.3% | 0.0% |
| 7D | +1.8% | -3.7% | +5.5% | +3.6% |
| 30D | +6.5% | -6.4% | +12.9% | +9.6% |
| 3M | +0.3% | +20.2% | -19.9% | -9.4% |
| 6M | -2.4% | +12.8% | -15.2% | -10.2% |
| YTD | +29.0% | -2.5% | +31.5% | +26.3% |
| 1Y | +17.0% | +1.9% | +15.1% | +10.9% |
| 3Y | +26.2% | +45.0% | -18.8% | -6.0% |
| 5Y | +92.3% | +146.6% | -54.3% | -3.1% |
| All | +209.8% | +784.9% | -575.0% | -4.8% |
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 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