-40.3%
NOW vs LPLA
-19.0%
-21.3%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -2.2% | +5.4% | +3.5% |
| 7D | -5.6% | -3.2% | -2.4% | -5.1% |
| 30D | -26.8% | -8.6% | -18.1% | -25.0% |
| 3M | -19.4% | -18.7% | -0.8% | -15.4% |
| 6M | +12.3% | +4.5% | +7.8% | +12.1% |
| YTD | -32.9% | -15.3% | -17.6% | -32.1% |
| 1Y | -40.3% | -19.9% | -20.4% | -37.6% |
| All | -40.3% | -19.0% | -21.3% | -37.6% |
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