-32.6%
MP vs LPLA
-21.6%
-11.1%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.1% | +3.4% | +3.5% |
| 7D | +9.5% | -0.9% | +10.4% | +9.7% |
| 30D | -3.0% | -9.5% | +6.5% | -0.4% |
| 3M | -30.4% | -21.9% | -8.5% | -24.5% |
| 6M | -39.2% | -2.6% | -36.6% | -40.0% |
| YTD | -23.3% | -17.8% | -5.5% | -18.1% |
| 1Y | -32.6% | -21.2% | -11.5% | -24.6% |
| All | -32.6% | -21.6% | -11.1% | -24.6% |
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