-92.7%
MSTU vs LPLA
+0.7%
-93.3%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.3% | -2.8% | -2.9% |
| 7D | +21.3% | -3.1% | +24.4% | +25.0% |
| 30D | +90.8% | -0.1% | +90.9% | +89.9% |
| 3M | -6.8% | +23.2% | -30.0% | -23.3% |
| 6M | -39.8% | +15.5% | -55.4% | -48.9% |
| YTD | -55.7% | +0.9% | -56.6% | -53.8% |
| 1Y | -92.7% | +0.2% | -92.8% | -92.5% |
| All | -92.7% | +0.7% | -93.3% | -92.5% |
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