+1,455.2%
PH vs LPLA
+1,099.8%
+355.4%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +3.4% | +0.9% | +2.8% |
| 7D | +3.0% | +2.3% | +0.8% | +1.9% |
| 30D | -0.6% | -7.7% | +7.1% | +1.7% |
| 3M | -10.7% | -15.7% | +4.9% | -5.4% |
| 6M | +9.1% | +0.8% | +8.2% | +6.3% |
| YTD | +9.5% | -14.2% | +23.7% | +12.7% |
| 1Y | +14.0% | -17.9% | +31.9% | +19.5% |
| 3Y | +138.9% | +36.1% | +102.8% | +93.1% |
| 5Y | +209.1% | +90.3% | +118.8% | +104.9% |
| 10Y | +737.3% | +841.0% | -103.7% | +186.3% |
| All | +1,455.2% | +1,099.8% | +355.4% | +312.8% |
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