-40.6%
NOW vs LPLA
-20.6%
-20.1%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.8% | +1.4% | -0.1% |
| 7D | -3.0% | +4.1% | -7.1% | -3.5% |
| 30D | -26.0% | -9.0% | -17.0% | -24.3% |
| 3M | -13.1% | -17.6% | +4.5% | -9.1% |
| 6M | +14.5% | -8.8% | +23.3% | +17.7% |
| YTD | -33.4% | -17.0% | -16.4% | -32.4% |
| 1Y | -40.6% | -20.4% | -20.2% | -38.0% |
| All | -40.6% | -20.6% | -20.1% | -38.0% |
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