+1,272.2%
MUU vs LPLA
+20.5%
+1,251.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.1% | -5.3% | -5.3% |
| 7D | +24.7% | -0.9% | +25.6% | +25.0% |
| 30D | -35.1% | -9.5% | -25.7% | -32.8% |
| 3M | -44.3% | -21.9% | -22.4% | -37.0% |
| 6M | -44.4% | -2.6% | -41.8% | -49.2% |
| YTD | +244.9% | -17.8% | +262.7% | +254.2% |
| 1Y | +365.6% | -21.2% | +386.8% | +415.3% |
| All | +1,272.2% | +20.5% | +1,251.8% | +1,004.9% |
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