+1,040.6%
NBIS vs LPLA
+35.2%
+1,005.3%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.7% | -4.4% | -4.7% |
| 7D | +8.3% | -3.7% | +12.0% | +10.8% |
| 30D | +18.1% | -6.4% | +24.4% | +23.3% |
| 3M | +7.8% | +20.2% | -12.4% | -6.2% |
| 6M | +136.6% | +12.8% | +123.7% | +110.9% |
| YTD | +172.5% | -2.5% | +175.0% | +176.8% |
| 1Y | +144.3% | +1.9% | +142.3% | +139.4% |
| All | +1,040.6% | +35.2% | +1,005.3% | +980.9% |
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 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