-25.1%
NOW vs LPLA
+80.3%
-105.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.5% | +1.6% |
| 7D | +0.3% | -0.9% | +1.2% | +0.5% |
| 30D | -27.0% | -9.5% | -17.5% | -25.1% |
| 3M | -19.6% | -21.9% | +2.2% | -13.6% |
| 6M | +17.5% | -2.6% | +20.1% | +16.6% |
| YTD | -33.3% | -17.8% | -15.4% | -30.4% |
| 1Y | -39.8% | -21.2% | -18.7% | -36.3% |
| 3Y | -19.9% | +30.6% | -50.5% | -31.3% |
| All | -25.1% | +80.3% | -105.4% | -50.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling