+2,622.7%
NVDL vs LPLA
+59.5%
+2,563.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.6% | -1.7% |
| 7D | -0.8% | -1.5% | +0.7% | +0.3% |
| 30D | +3.4% | -6.0% | +9.4% | +7.8% |
| 3M | +8.1% | +21.4% | -13.3% | -7.3% |
| 6M | +31.9% | +12.1% | +19.8% | +17.5% |
| YTD | +21.1% | -1.8% | +23.0% | +17.9% |
| 1Y | +34.0% | +3.2% | +30.8% | +24.0% |
| 3Y | +677.9% | +45.9% | +632.0% | +510.7% |
| All | +2,622.7% | +59.5% | +2,563.2% | +1,705.7% |
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 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