+931.2%
NI vs LPLA
+1,275.5%
-344.3%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.5% | +3.8% | +1.5% |
| 7D | +2.3% | -2.1% | +4.4% | +2.5% |
| 30D | -1.7% | -3.3% | +1.7% | -1.3% |
| 3M | -8.0% | +23.5% | -31.5% | -10.4% |
| 6M | -8.6% | +12.0% | -20.6% | -10.2% |
| YTD | +2.3% | -1.7% | +4.0% | +1.9% |
| 1Y | +6.9% | +3.2% | +3.7% | +5.7% |
| 3Y | +70.6% | +46.2% | +24.3% | +59.6% |
| 5Y | +96.4% | +144.9% | -48.5% | +68.5% |
| 10Y | +136.1% | +1,195.1% | -1,058.9% | +64.9% |
| All | +931.2% | +1,275.5% | -344.3% | +561.9% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling