-87.2%
MSTU vs LPLA
-16.5%
-70.7%
-94.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | +4.6% | +5.7% | +6.7% |
| 7D | -4.8% | +15.7% | -20.6% | -15.3% |
| 30D | -29.6% | -6.2% | -23.4% | -26.1% |
| 3M | +69.4% | -12.0% | +81.4% | +87.3% |
| 6M | -62.2% | -2.7% | -59.5% | -62.6% |
| YTD | -61.1% | -12.5% | -48.5% | -52.3% |
| 1Y | -87.2% | -16.5% | -70.6% | -83.0% |
| All | -87.2% | -16.5% | -70.7% | -83.0% |
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