+10.9%
NBIX vs LPLA
+0.7%
+10.2%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.4% | -1.7% |
| 7D | +1.0% | -3.1% | +4.1% | +1.3% |
| 30D | -3.6% | -0.1% | -3.5% | -3.7% |
| 3M | -7.0% | +23.2% | -30.2% | -9.7% |
| 6M | +16.6% | +15.5% | +1.1% | +13.8% |
| YTD | +9.7% | +0.9% | +8.8% | +8.8% |
| 1Y | +10.9% | +0.2% | +10.7% | +8.4% |
| All | +10.9% | +0.7% | +10.2% | +8.4% |
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 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