+2,981.5%
MUU vs LPLA
+0.7%
+2,980.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.3% | +11.9% | +11.6% |
| 7D | +17.4% | -3.1% | +20.4% | +16.9% |
| 30D | +24.0% | -0.1% | +24.0% | +24.1% |
| 3M | -23.9% | +23.2% | -47.1% | -23.1% |
| 6M | +284.4% | +15.5% | +268.9% | +294.7% |
| YTD | +583.7% | +0.9% | +582.8% | +638.1% |
| 1Y | +2,981.5% | +0.2% | +2,981.3% | +3,182.4% |
| All | +2,981.5% | +0.7% | +2,980.8% | +3,182.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling