-54.2%
NVD vs LPLA
+3.8%
-57.9%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.9% | -1.6% | +0.8% |
| 7D | +10.8% | -1.5% | +12.4% | +10.4% |
| 30D | +0.8% | -6.0% | +6.8% | -0.9% |
| 3M | -20.8% | +24.0% | -44.9% | -15.6% |
| 6M | -41.2% | +17.0% | -58.1% | -38.2% |
| YTD | -44.2% | -0.7% | -43.5% | -44.4% |
| 1Y | -54.2% | +2.1% | -56.3% | -53.7% |
| All | -54.2% | +3.8% | -57.9% | -53.7% |
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