+157.9%
MTZ vs LPLA
+145.4%
+12.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.3% | +2.4% | +2.2% |
| 7D | -1.6% | -3.1% | +1.5% | -0.6% |
| 30D | -11.1% | -0.1% | -11.0% | -11.2% |
| 3M | -36.7% | +23.2% | -59.9% | -42.1% |
| 6M | -21.9% | +15.5% | -37.5% | -27.3% |
| YTD | +9.1% | +0.9% | +8.2% | +6.3% |
| 1Y | +30.0% | +0.2% | +29.8% | +26.1% |
| 3Y | +138.5% | +55.2% | +83.2% | +93.2% |
| All | +157.9% | +145.4% | +12.4% | +57.2% |
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 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