+1,997.8%
MSI vs LPLA
+1,084.6%
+913.2%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.2% | +3.7% | +2.0% |
| 7D | +7.7% | -3.2% | +10.9% | +8.4% |
| 30D | +19.9% | -8.6% | +28.5% | +21.7% |
| 3M | +14.9% | -18.7% | +33.6% | +19.3% |
| 6M | +37.2% | +4.5% | +32.7% | +34.5% |
| YTD | +40.8% | -15.3% | +56.1% | +43.4% |
| 1Y | +38.1% | -19.9% | +58.0% | +42.3% |
| 3Y | +77.7% | +33.4% | +44.3% | +57.8% |
| 5Y | +129.0% | +87.4% | +41.6% | +82.4% |
| 10Y | +671.3% | +800.4% | -129.1% | +318.9% |
| All | +1,997.8% | +1,084.6% | +913.2% | +866.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling