+790.0%
NOW vs LPLA
+1,194.2%
-404.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -2.5% | -2.5% | -4.2% |
| 7D | -6.1% | -2.1% | -4.0% | -5.4% |
| 30D | +7.5% | -3.3% | +10.8% | +8.7% |
| 3M | +17.5% | +23.5% | -6.0% | +9.6% |
| 6M | +7.9% | +12.0% | -4.1% | +3.3% |
| YTD | -12.4% | -1.7% | -10.7% | -13.1% |
| 1Y | -28.6% | +3.2% | -31.8% | -30.6% |
| 3Y | +11.8% | +46.2% | -34.4% | -4.8% |
| 5Y | +2.6% | +144.9% | -142.3% | -28.6% |
| 10Y | +790.0% | +1,195.1% | -405.1% | +272.1% |
| All | +790.0% | +1,194.2% | -404.2% | +272.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling