+2,163.5%
MUU vs LPLA
+2.8%
+2,160.7%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.7% | -8.7% | -9.4% |
| 7D | +3.6% | -3.7% | +7.2% | +3.2% |
| 30D | +22.3% | -6.4% | +28.7% | +21.8% |
| 3M | -8.2% | +20.2% | -28.4% | -9.3% |
| 6M | +256.3% | +12.8% | +243.5% | +257.3% |
| YTD | +534.4% | -2.5% | +536.9% | +578.7% |
| 1Y | +2,163.5% | +1.9% | +2,161.5% | +2,343.7% |
| All | +2,163.5% | +2.8% | +2,160.7% | +2,343.7% |
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 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