+93.3%
MSFU vs LPLA
+36.6%
+56.7%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.8% | -0.1% | -1.4% |
| 7D | +2.5% | +4.1% | -1.7% | +1.4% |
| 30D | -1.3% | -9.0% | +7.7% | +0.9% |
| 3M | +8.6% | -17.6% | +26.3% | +14.1% |
| 6M | +48.4% | -8.8% | +57.2% | +51.4% |
| YTD | +1.6% | -17.0% | +18.6% | +5.6% |
| 1Y | -5.8% | -20.4% | +14.6% | -1.1% |
| 3Y | +30.9% | +35.4% | -4.5% | +27.8% |
| All | +93.3% | +36.6% | +56.7% | +71.4% |
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 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