-57.4%
MUZ vs LPLA
+5.9%
-63.3%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.9% | -2.2% | -21.6% | -21.8% |
| 7D | -17.7% | -3.2% | -14.5% | -15.5% |
| 30D | +14.5% | -8.6% | +23.1% | +22.5% |
| 3M | -25.7% | -18.7% | -7.1% | -7.0% |
| All | -57.4% | +5.9% | -63.3% | -63.4% |
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 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 · Available span rolling