-87.5%
MSTU vs LPLA
+67.4%
-154.9%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.2% | -5.3% | -5.2% |
| 7D | +12.9% | -1.5% | +14.5% | +16.1% |
| 30D | +68.3% | -6.0% | +74.3% | +82.0% |
| 3M | +0.4% | +21.4% | -21.0% | -24.9% |
| 6M | -41.5% | +12.1% | -53.6% | -53.5% |
| YTD | -61.7% | -1.8% | -59.9% | -60.9% |
| 1Y | -93.7% | +3.2% | -96.9% | -94.1% |
| All | -87.5% | +67.4% | -154.9% | -94.0% |
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 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