+8.4%
MOH vs LPLA
+3.8%
+4.6%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.9% | +0.1% | +1.9% |
| 7D | +1.7% | -1.5% | +3.3% | +1.7% |
| 30D | -0.9% | -6.0% | +5.1% | -0.9% |
| 3M | +5.7% | +24.0% | -18.3% | +6.2% |
| 6M | +39.1% | +17.0% | +22.1% | +39.4% |
| YTD | +17.7% | -0.7% | +18.4% | +17.6% |
| 1Y | +8.4% | +2.1% | +6.3% | +7.0% |
| All | +8.4% | +3.8% | +4.6% | +7.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling