+253.8%
PH vs LPLA
+143.6%
+110.2%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.5% | +1.8% | +0.2% |
| 7D | +0.4% | -2.1% | +2.5% | +1.1% |
| 30D | -10.8% | -3.3% | -7.5% | -9.8% |
| 3M | +8.5% | +23.5% | -15.1% | +0.2% |
| 6M | +3.9% | +12.0% | -8.1% | -1.1% |
| YTD | +9.4% | -1.7% | +11.1% | +8.3% |
| 1Y | +26.8% | +3.2% | +23.6% | +22.3% |
| 3Y | +140.8% | +46.2% | +94.6% | +99.3% |
| 5Y | +253.8% | +144.9% | +108.9% | +115.9% |
| All | +253.8% | +143.6% | +110.2% | +115.9% |
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 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