+224.4%
MRK vs LPLA
+1,251.7%
-1,027.3%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.9% | -2.4% | -0.8% |
| 7D | -4.3% | -1.5% | -2.7% | -4.1% |
| 30D | +8.3% | -6.0% | +14.3% | +9.0% |
| 3M | +20.0% | +24.0% | -4.0% | +16.8% |
| 6M | +25.7% | +17.0% | +8.7% | +22.8% |
| YTD | +38.7% | -0.7% | +39.4% | +38.0% |
| 1Y | +74.7% | +2.1% | +72.6% | +72.6% |
| 3Y | +45.4% | +48.7% | -3.3% | +33.6% |
| 5Y | +129.0% | +151.2% | -22.2% | +87.3% |
| All | +224.4% | +1,251.7% | -1,027.3% | +86.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling