+2,490.2%
NVDL vs LPLA
+61.4%
+2,428.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.9% | -2.1% | -1.5% |
| 7D | -10.3% | -1.5% | -8.8% | -9.3% |
| 30D | -7.1% | -6.0% | -1.1% | -3.2% |
| 3M | +6.6% | +24.0% | -17.5% | -9.9% |
| 6M | +21.1% | +17.0% | +4.1% | +4.4% |
| YTD | +15.2% | -0.7% | +15.9% | +11.2% |
| 1Y | +18.8% | +2.1% | +16.7% | +11.2% |
| 3Y | +649.9% | +48.7% | +601.2% | +481.7% |
| All | +2,490.2% | +61.4% | +2,428.7% | +1,603.3% |
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