+19.0%
MSCI vs LPLA
-16.5%
+35.5%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +4.6% | +0.8% | +4.4% |
| 7D | +11.5% | +15.7% | -4.2% | +8.2% |
| 30D | +22.1% | -6.2% | +28.3% | +23.2% |
| 3M | +18.4% | -12.0% | +30.4% | +21.2% |
| 6M | +16.6% | -2.7% | +19.4% | +17.0% |
| YTD | +18.8% | -12.5% | +31.4% | +24.2% |
| 1Y | +19.0% | -16.5% | +35.5% | +24.4% |
| All | +19.0% | -16.5% | +35.5% | +24.4% |
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 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