+34.1%
MSCI vs LPLA
+36.1%
-2.0%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.8% | -0.5% | -1.9% |
| 7D | +2.8% | +4.1% | -1.3% | +2.0% |
| 30D | +15.4% | -9.0% | +24.4% | +17.3% |
| 3M | +13.4% | -17.6% | +31.0% | +17.5% |
| 6M | +10.9% | -8.8% | +19.7% | +12.3% |
| YTD | +13.0% | -17.0% | +30.0% | +16.4% |
| 1Y | +12.0% | -20.4% | +32.4% | +16.2% |
| 3Y | +34.1% | +35.4% | -1.3% | +28.1% |
| All | +34.1% | +36.1% | -2.0% | +28.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling