-18.4%
MSFU vs LPLA
+4.5%
-23.0%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.5% | +0.2% | -1.6% |
| 7D | -3.2% | -2.1% | -1.1% | -2.6% |
| 30D | -3.1% | -3.3% | +0.2% | -2.2% |
| 3M | +35.3% | +23.5% | +11.7% | +29.3% |
| 6M | +31.6% | +12.0% | +19.6% | +27.6% |
| YTD | -9.5% | -1.7% | -7.9% | -10.6% |
| 1Y | -18.4% | +3.2% | -21.6% | -18.9% |
| All | -18.4% | +4.5% | -23.0% | -18.9% |
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 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