+69.6%
PBR vs LPLA
+0.7%
+68.9%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.6% | -1.9% |
| 7D | +8.6% | -3.1% | +11.6% | +8.5% |
| 30D | +12.8% | -0.1% | +12.9% | +12.8% |
| 3M | +14.7% | +23.2% | -8.6% | +15.1% |
| 6M | +25.2% | +15.5% | +9.6% | +25.6% |
| YTD | +77.1% | +0.9% | +76.3% | +77.8% |
| 1Y | +69.6% | +0.2% | +69.4% | +70.9% |
| All | +69.6% | +0.7% | +68.9% | +70.9% |
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