+103.3%
NU vs LPLA
+44.8%
+58.4%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.2% | -2.0% | -2.1% |
| 7D | -2.6% | -1.5% | -1.0% | -2.2% |
| 30D | +8.2% | -6.0% | +14.2% | +9.9% |
| 3M | +26.3% | +21.4% | +4.9% | +19.2% |
| 6M | +2.2% | +12.1% | -9.8% | -1.6% |
| YTD | -10.4% | -1.8% | -8.6% | -10.9% |
| 1Y | -3.0% | +3.2% | -6.2% | -5.2% |
| All | +103.3% | +44.8% | +58.4% | +86.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling