+277.0%
MTZ vs LPLA
+29.3%
+247.7%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.0% | +0.8% | -1.4% |
| 7D | +16.5% | -2.8% | +19.2% | +17.2% |
| 30D | -10.2% | -10.2% | 0.0% | -8.4% |
| 3M | -34.2% | -22.3% | -11.9% | -30.2% |
| 6M | -56.0% | -0.5% | -55.5% | -57.2% |
| YTD | -14.8% | -17.9% | +3.0% | -12.2% |
| 1Y | -7.2% | -22.0% | +14.8% | -2.1% |
| All | +277.0% | +29.3% | +247.7% | +250.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling