+1,481.8%
PH vs LPLA
+1,084.6%
+397.2%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.2% | +3.0% | +1.7% |
| 7D | +6.9% | -3.2% | +10.1% | +8.3% |
| 30D | +1.7% | -8.6% | +10.3% | +4.5% |
| 3M | -8.1% | -18.7% | +10.5% | -1.2% |
| 6M | +11.5% | +4.5% | +6.9% | +7.0% |
| YTD | +11.4% | -15.3% | +26.7% | +15.2% |
| 1Y | +14.1% | -19.9% | +34.0% | +20.8% |
| 3Y | +138.2% | +33.4% | +104.8% | +94.2% |
| 5Y | +216.0% | +87.4% | +128.6% | +110.8% |
| 10Y | +710.0% | +800.4% | -90.5% | +181.1% |
| All | +1,481.8% | +1,084.6% | +397.2% | +322.0% |
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