+572.2%
PBR vs LPLA
+142.4%
+429.8%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.7% | +2.8% | +2.3% |
| 7D | +4.2% | -3.7% | +7.9% | +5.1% |
| 30D | +22.7% | -6.4% | +29.1% | +24.4% |
| 3M | +21.5% | +20.2% | +1.3% | +15.8% |
| 6M | +24.0% | +12.8% | +11.1% | +19.3% |
| YTD | +88.2% | -2.5% | +90.7% | +86.8% |
| 1Y | +74.8% | +1.9% | +72.9% | +70.4% |
| 3Y | +105.1% | +45.0% | +60.2% | +74.8% |
| 5Y | +572.2% | +146.6% | +425.6% | +326.6% |
| All | +572.2% | +142.4% | +429.8% | +326.6% |
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