+739.9%
MTZ vs LPLA
+1,194.2%
-454.3%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -2.5% | +6.3% | +5.0% |
| 7D | +3.6% | -2.1% | +5.6% | +4.5% |
| 30D | -9.6% | -3.3% | -6.3% | -8.4% |
| 3M | -31.9% | +23.5% | -55.5% | -40.0% |
| 6M | -13.8% | +12.0% | -25.8% | -21.0% |
| YTD | +13.3% | -1.7% | +14.9% | +9.6% |
| 1Y | +39.3% | +3.2% | +36.1% | +29.9% |
| 3Y | +168.3% | +46.2% | +122.1% | +102.3% |
| 5Y | +166.4% | +144.9% | +21.5% | +38.0% |
| 10Y | +739.9% | +1,195.1% | -455.2% | +84.2% |
| All | +739.9% | +1,194.2% | -454.3% | +84.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling