+0.7%
NLY vs LPLA
-16.5%
+17.2%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +4.6% | -0.8% | +3.3% |
| 7D | +3.5% | +15.7% | -12.2% | +2.0% |
| 30D | +3.6% | -6.2% | +9.8% | +4.0% |
| 3M | -13.6% | -12.0% | -1.6% | -12.7% |
| 6M | -9.1% | -2.7% | -6.4% | -9.0% |
| YTD | -6.1% | -12.5% | +6.5% | -5.5% |
| 1Y | +0.7% | -16.5% | +17.2% | +1.8% |
| All | +0.7% | -16.5% | +17.2% | +1.8% |
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