-27.7%
MOS vs LPLA
+93.2%
-120.9%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.0% | 0.0% | +0.7% |
| 7D | +24.8% | +3.6% | +21.2% | +23.8% |
| 30D | +22.7% | -6.8% | +29.4% | +24.4% |
| 3M | -1.2% | -17.0% | +15.8% | +2.8% |
| 6M | +5.5% | +1.8% | +3.7% | +3.7% |
| YTD | -2.0% | -13.4% | +11.4% | -0.3% |
| 1Y | -7.9% | -17.5% | +9.6% | -5.0% |
| 3Y | -25.0% | +36.5% | -61.4% | -38.7% |
| 5Y | -27.7% | +92.6% | -120.4% | -50.4% |
| All | -27.7% | +93.2% | -120.9% | -50.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling