+215.1%
PAAS vs LPLA
+33.1%
+182.0%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.8% | +3.2% | +1.6% |
| 7D | +8.4% | +4.1% | +4.3% | +8.0% |
| 30D | -7.2% | -9.0% | +1.8% | -6.4% |
| 3M | -14.0% | -17.6% | +3.6% | -12.5% |
| 6M | -26.8% | -8.8% | -17.9% | -26.3% |
| YTD | -19.8% | -17.0% | -2.8% | -18.5% |
| 1Y | +22.8% | -20.4% | +43.3% | +25.3% |
| All | +215.1% | +33.1% | +182.0% | +244.4% |
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 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