+509.9%
NVO vs LPLA
+1,273.0%
-763.1%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.2% | -1.2% | -1.3% |
| 7D | -4.7% | -1.5% | -3.2% | -4.5% |
| 30D | -5.4% | -6.0% | +0.5% | -4.6% |
| 3M | +7.0% | +21.4% | -14.4% | +3.7% |
| 6M | +17.6% | +12.1% | +5.5% | +15.1% |
| YTD | -8.0% | -1.8% | -6.2% | -8.3% |
| 1Y | -13.8% | +3.2% | -17.0% | -14.8% |
| 3Y | -50.3% | +45.9% | -96.2% | -54.0% |
| 5Y | +0.7% | +144.7% | -144.0% | -15.5% |
| 10Y | +155.6% | +1,222.4% | -1,066.8% | +55.8% |
| All | +509.9% | +1,273.0% | -763.1% | +236.6% |
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