+651.7%
MRK vs LPLA
+1,311.2%
-659.5%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -1.0% | -1.3% |
| 7D | +1.3% | -3.1% | +4.4% | +1.7% |
| 30D | +17.1% | -0.1% | +17.2% | +17.1% |
| 3M | +25.9% | +23.2% | +2.7% | +22.1% |
| 6M | +26.8% | +15.5% | +11.3% | +23.8% |
| YTD | +44.9% | +0.9% | +44.0% | +43.7% |
| 1Y | +84.8% | +0.2% | +84.7% | +82.8% |
| 3Y | +50.1% | +55.2% | -5.1% | +36.2% |
| 5Y | +127.4% | +145.4% | -18.0% | +85.9% |
| 10Y | +240.0% | +1,229.7% | -989.7% | +95.1% |
| All | +651.7% | +1,311.2% | -659.5% | +302.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling