+504.6%
NOW vs LPLA
+892.4%
-387.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.4% | -2.6% | -0.3% |
| 7D | -3.1% | +2.3% | -5.4% | -3.8% |
| 30D | -27.0% | -7.7% | -19.4% | -25.8% |
| 3M | -17.7% | -15.7% | -2.0% | -14.0% |
| 6M | +12.7% | +0.8% | +11.9% | +10.6% |
| YTD | -32.9% | -14.2% | -18.7% | -31.2% |
| 1Y | -40.4% | -17.9% | -22.5% | -38.0% |
| 3Y | -17.1% | +36.1% | -53.2% | -28.7% |
| 5Y | -25.7% | +90.3% | -116.0% | -44.7% |
| 10Y | +504.6% | +841.0% | -336.4% | +185.5% |
| All | +504.6% | +892.4% | -387.8% | +185.5% |
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