-38.7%
NOW vs LPLA
-16.5%
-22.2%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.6% | -5.0% | -0.9% |
| 7D | -27.5% | +15.7% | -43.2% | -29.1% |
| 30D | -20.0% | -6.2% | -13.9% | -18.4% |
| 3M | -7.9% | -12.0% | +4.1% | -4.7% |
| 6M | +18.3% | -2.7% | +21.1% | +20.2% |
| YTD | -29.0% | -12.5% | -16.4% | -28.4% |
| 1Y | -38.7% | -16.5% | -22.2% | -36.4% |
| All | -38.7% | -16.5% | -22.2% | -36.4% |
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