+72.2%
MSFU vs LPLA
+61.9%
+10.3%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +27.9% |
| 6M | +31.6% | +12.0% | +19.6% | +27.1% |
| YTD | -9.5% | -1.7% | -7.9% | -9.8% |
| 1Y | -18.4% | +3.2% | -21.6% | -20.1% |
| 3Y | +26.9% | +46.2% | -19.3% | +19.4% |
| All | +72.2% | +61.9% | +10.3% | +46.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling