+1,022.8%
NBIS vs LPLA
+37.8%
+985.0%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.9% | -3.4% | -2.8% |
| 7D | -0.8% | -1.5% | +0.7% | 0.0% |
| 30D | -13.4% | -6.0% | -7.4% | -10.0% |
| 3M | +1.0% | +24.0% | -23.0% | -13.9% |
| 6M | +100.5% | +17.0% | +83.5% | +74.4% |
| YTD | +168.3% | -0.7% | +168.9% | +169.1% |
| 1Y | +151.8% | +2.1% | +149.7% | +147.3% |
| All | +1,022.8% | +37.8% | +985.0% | +950.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling