-12.8%
NVO vs LPLA
+0.7%
-13.5%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.6% | -1.9% |
| 7D | +2.2% | -3.1% | +5.2% | +2.7% |
| 30D | +6.0% | -0.1% | +6.1% | +5.9% |
| 3M | +7.9% | +23.2% | -15.3% | +3.2% |
| 6M | +27.1% | +15.5% | +11.5% | +22.8% |
| YTD | -3.8% | +0.9% | -4.7% | -4.3% |
| 1Y | -12.8% | +0.2% | -13.0% | -13.4% |
| All | -12.8% | +0.7% | -13.5% | -13.4% |
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