+68.8%
PAAS vs LPLA
+83.0%
-14.3%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.8% | +3.2% | +1.6% |
| 7D | +8.4% | +4.1% | +4.3% | +8.1% |
| 30D | -7.2% | -9.0% | +1.8% | -6.6% |
| 3M | -14.0% | -17.6% | +3.6% | -12.9% |
| 6M | -26.8% | -8.8% | -17.9% | -26.5% |
| YTD | -19.8% | -17.0% | -2.8% | -18.9% |
| 1Y | +22.8% | -20.4% | +43.3% | +24.5% |
| 3Y | +183.6% | +35.4% | +148.2% | +181.5% |
| All | +68.8% | +83.0% | -14.3% | +61.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling