+99.3%
MSI vs LPLA
+143.6%
-44.3%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.5% | +1.5% | -0.7% |
| 7D | -5.8% | -2.1% | -3.7% | -5.4% |
| 30D | -1.0% | -3.3% | +2.4% | -0.5% |
| 3M | +14.2% | +23.5% | -9.4% | +10.0% |
| 6M | +1.0% | +12.0% | -11.0% | -1.2% |
| YTD | +21.5% | -1.7% | +23.1% | +21.0% |
| 1Y | -2.1% | +3.2% | -5.3% | -3.9% |
| 3Y | +69.3% | +46.2% | +23.1% | +50.6% |
| 5Y | +99.3% | +144.9% | -45.6% | +45.9% |
| All | +99.3% | +143.6% | -44.3% | +45.9% |
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 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