+703.5%
PH vs LPLA
+817.5%
-114.0%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.0% | -0.1% | +0.4% |
| 7D | +2.1% | +3.6% | -1.5% | +0.3% |
| 30D | +0.3% | -6.8% | +7.0% | +2.4% |
| 3M | -8.8% | -17.0% | +8.2% | -1.9% |
| 6M | +10.0% | +1.8% | +8.2% | +6.3% |
| YTD | +10.5% | -13.4% | +23.9% | +13.5% |
| 1Y | +15.5% | -17.5% | +33.0% | +21.4% |
| 3Y | +136.4% | +36.5% | +99.9% | +82.3% |
| 5Y | +213.6% | +92.6% | +120.9% | +85.8% |
| All | +703.5% | +817.5% | -114.0% | +121.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling