+98.0%
NI vs LPLA
+142.4%
-44.4%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | -0.6% |
| 7D | -0.6% | -3.7% | +3.1% | -0.4% |
| 30D | -1.4% | -6.4% | +5.0% | -1.1% |
| 3M | -10.6% | +20.2% | -30.8% | -11.6% |
| 6M | -9.9% | +12.8% | -22.7% | -10.7% |
| YTD | +1.2% | -2.5% | +3.7% | +1.2% |
| 1Y | +4.4% | +1.9% | +2.5% | +4.0% |
| 3Y | +68.6% | +45.0% | +23.6% | +63.3% |
| 5Y | +98.0% | +146.6% | -48.6% | +85.9% |
| All | +98.0% | +142.4% | -44.4% | +85.9% |
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