-8.1%
PATH vs LPLA
-20.6%
+12.5%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.8% | +1.7% | +0.4% |
| 7D | -5.3% | +4.1% | -9.5% | -6.4% |
| 30D | -0.5% | -9.0% | +8.5% | +2.1% |
| 3M | -7.1% | -17.6% | +10.5% | -1.3% |
| 6M | +23.8% | -8.8% | +32.6% | +28.0% |
| YTD | -20.7% | -17.0% | -3.7% | -16.5% |
| 1Y | -8.1% | -20.4% | +12.4% | +3.5% |
| All | -8.1% | -20.6% | +12.5% | +3.5% |
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