+1,119.4%
NBIS vs LPLA
+36.4%
+1,083.0%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -2.5% | +10.3% | +9.4% |
| 7D | +22.2% | -2.1% | +24.3% | +23.7% |
| 30D | +29.7% | -3.3% | +33.1% | +32.6% |
| 3M | +11.9% | +23.5% | -11.7% | -4.6% |
| 6M | +173.0% | +12.0% | +161.0% | +145.2% |
| YTD | +191.4% | -1.7% | +193.0% | +194.3% |
| 1Y | +280.7% | +3.2% | +277.5% | +269.5% |
| All | +1,119.4% | +36.4% | +1,083.0% | +1,049.0% |
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