+2,683.6%
MUU vs LPLA
+43.8%
+2,639.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.2% | +5.7% | +5.6% |
| 7D | +15.0% | -1.5% | +16.6% | +16.2% |
| 30D | +36.8% | -6.0% | +42.8% | +42.3% |
| 3M | -8.5% | +21.4% | -29.9% | -25.0% |
| 6M | +320.7% | +12.1% | +308.7% | +255.9% |
| YTD | +599.7% | -1.8% | +601.5% | +564.2% |
| 1Y | +2,569.2% | +3.2% | +2,566.0% | +2,276.9% |
| All | +2,683.6% | +43.8% | +2,639.7% | +1,972.0% |
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