+1,315.7%
MU vs LPLA
+145.4%
+1,170.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.3% | +6.4% | +6.2% |
| 7D | +9.0% | -3.1% | +12.0% | +10.3% |
| 30D | +13.8% | -0.1% | +13.9% | +13.6% |
| 3M | +2.1% | +23.2% | -21.1% | -7.4% |
| 6M | +153.8% | +15.5% | +138.3% | +133.6% |
| YTD | +256.4% | +0.9% | +255.5% | +245.8% |
| 1Y | +719.8% | +0.2% | +719.6% | +693.4% |
| 3Y | +1,360.4% | +55.2% | +1,305.1% | +1,062.0% |
| All | +1,315.7% | +145.4% | +1,170.2% | +717.3% |
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