-35.5%
PINS vs LPLA
-16.5%
-19.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +4.6% | -0.4% | +3.5% |
| 7D | +1.4% | +15.7% | -14.3% | -0.6% |
| 30D | +5.8% | -6.2% | +12.0% | +6.7% |
| 3M | -17.0% | -12.0% | -5.0% | -15.7% |
| 6M | +1.8% | -2.7% | +4.5% | +3.1% |
| YTD | -18.0% | -12.5% | -5.5% | -18.1% |
| 1Y | -35.5% | -16.5% | -19.0% | -33.8% |
| All | -35.5% | -16.5% | -19.0% | -33.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling