+1,210.1%
MTZ vs LPLA
+1,099.8%
+110.3%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +3.4% | +5.2% | +7.0% |
| 7D | -2.4% | +2.3% | -4.7% | -3.9% |
| 30D | -11.1% | -7.7% | -3.4% | -9.1% |
| 3M | -30.6% | -15.7% | -14.9% | -26.3% |
| 6M | -54.4% | +0.8% | -55.2% | -56.4% |
| YTD | -13.0% | -14.2% | +1.2% | -11.7% |
| 1Y | -5.7% | -17.9% | +12.2% | -2.1% |
| 3Y | +297.2% | +36.1% | +261.1% | +207.4% |
| 5Y | +95.9% | +90.3% | +5.6% | +20.3% |
| 10Y | +492.6% | +841.0% | -348.3% | +57.0% |
| All | +1,210.1% | +1,099.8% | +110.3% | +159.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling