-8.1%
MOS vs LPLA
-19.0%
+11.0%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.2% | +1.4% | -0.8% |
| 7D | +5.5% | -3.2% | +8.6% | +5.5% |
| 30D | +21.0% | -8.6% | +29.6% | +20.1% |
| 3M | -0.5% | -18.7% | +18.2% | -1.8% |
| 6M | +6.6% | +4.5% | +2.0% | +7.1% |
| YTD | -2.8% | -15.3% | +12.5% | -2.0% |
| 1Y | -8.1% | -19.9% | +11.8% | -5.3% |
| All | -8.1% | -19.0% | +11.0% | -5.3% |
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