+57.8%
MUB vs LPLA
+1,084.6%
-1,026.8%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.2% | +2.5% | +0.3% |
| 7D | +0.4% | -3.2% | +3.6% | +0.4% |
| 30D | +3.9% | -8.6% | +12.5% | +3.9% |
| 3M | -0.2% | -18.7% | +18.4% | -0.2% |
| 6M | -0.4% | +4.5% | -4.9% | -0.4% |
| YTD | +0.5% | -15.3% | +15.8% | +0.5% |
| 1Y | +0.7% | -19.9% | +20.5% | +0.7% |
| 3Y | +11.1% | +33.4% | -22.3% | +11.0% |
| 5Y | +3.7% | +87.4% | -83.7% | +3.3% |
| 10Y | +22.9% | +800.4% | -777.5% | +22.0% |
| All | +57.8% | +1,084.6% | -1,026.8% | +57.7% |
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