+26.1%
PAAS vs LPLA
-16.5%
+42.6%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +4.6% | +3.7% | +7.5% |
| 7D | -1.1% | +15.7% | -16.8% | -3.4% |
| 30D | -8.5% | -6.2% | -2.3% | -7.5% |
| 3M | -7.3% | -12.0% | +4.7% | -5.2% |
| 6M | -18.3% | -2.7% | -15.5% | -18.2% |
| YTD | -19.2% | -12.5% | -6.6% | -16.2% |
| 1Y | +26.1% | -16.5% | +42.7% | +40.1% |
| All | +26.1% | -16.5% | +42.6% | +40.1% |
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 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