+28.0%
NBIS vs LPLA
-16.5%
+44.5%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +4.6% | -11.3% | -7.9% |
| 7D | -22.4% | +15.7% | -38.1% | -26.0% |
| 30D | -39.1% | -6.2% | -33.0% | -37.6% |
| 3M | -37.3% | -12.0% | -25.3% | -33.4% |
| 6M | -19.8% | -2.7% | -17.0% | -19.4% |
| YTD | +69.1% | -12.5% | +81.6% | +86.9% |
| 1Y | +28.0% | -16.5% | +44.6% | +52.9% |
| All | +28.0% | -16.5% | +44.5% | +52.9% |
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 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