+2,177.3%
NBIX vs LPLA
+1,289.5%
+887.8%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.9% | -2.1% | -0.8% |
| 7D | +0.4% | -1.5% | +1.9% | +0.8% |
| 30D | -0.2% | -6.0% | +5.8% | +1.6% |
| 3M | -4.0% | +24.0% | -28.0% | -10.7% |
| 6M | +20.6% | +17.0% | +3.6% | +13.7% |
| YTD | +10.1% | -0.7% | +10.8% | +8.4% |
| 1Y | +8.8% | +2.1% | +6.7% | +5.9% |
| 3Y | +42.5% | +48.7% | -6.2% | +19.4% |
| 5Y | +61.5% | +151.2% | -89.8% | +8.1% |
| 10Y | +217.6% | +1,238.3% | -1,020.7% | +3.5% |
| All | +2,177.3% | +1,289.5% | +887.8% | +611.3% |
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