-52.9%
NVO vs LPLA
+46.5%
-99.5%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.9% | -4.0% | -2.4% |
| 7D | -7.6% | -1.5% | -6.0% | -7.3% |
| 30D | -6.0% | -6.0% | 0.0% | -5.1% |
| 3M | -0.8% | +24.0% | -24.8% | -4.3% |
| 6M | +16.5% | +17.0% | -0.5% | +13.0% |
| YTD | -11.1% | -0.7% | -10.5% | -11.5% |
| 1Y | -16.7% | +2.1% | -18.8% | -17.4% |
| 3Y | -52.9% | +48.7% | -101.6% | -55.1% |
| All | -52.9% | +46.5% | -99.5% | -55.1% |
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