+1,972.6%
NOW vs LPLA
+964.0%
+1,008.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.8% | +1.4% | +0.2% |
| 7D | -3.0% | +4.1% | -7.1% | -4.2% |
| 30D | -26.0% | -9.0% | -17.0% | -24.5% |
| 3M | -13.1% | -17.6% | +4.5% | -8.6% |
| 6M | +14.5% | -8.8% | +23.3% | +15.9% |
| YTD | -33.4% | -17.0% | -16.4% | -31.1% |
| 1Y | -40.6% | -20.4% | -20.2% | -37.7% |
| 3Y | -16.3% | +35.4% | -51.7% | -27.6% |
| 5Y | -26.3% | +79.7% | -106.1% | -43.4% |
| 10Y | +512.7% | +915.0% | -402.2% | +158.1% |
| All | +1,972.6% | +964.0% | +1,008.5% | +863.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling