+135.8%
PBR vs LPLA
+1,311.2%
-1,175.4%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.6% | -1.8% |
| 7D | +8.6% | -3.1% | +11.6% | +9.9% |
| 30D | +12.8% | -0.1% | +12.9% | +12.5% |
| 3M | +14.7% | +23.2% | -8.6% | +3.4% |
| 6M | +25.2% | +15.5% | +9.6% | +14.7% |
| YTD | +77.1% | +0.9% | +76.3% | +70.7% |
| 1Y | +69.6% | +0.2% | +69.4% | +62.0% |
| 3Y | +95.6% | +55.2% | +40.3% | +42.2% |
| 5Y | +501.8% | +145.4% | +356.3% | +220.9% |
| 10Y | +640.6% | +1,229.7% | -589.1% | +79.0% |
| All | +135.8% | +1,311.2% | -1,175.4% | -50.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling