-21.2%
PINS vs LPLA
+327.9%
-349.1%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.2% | +3.7% | +2.4% |
| 7D | -9.4% | -3.2% | -6.2% | -8.1% |
| 30D | -10.2% | -8.6% | -1.6% | -7.6% |
| 3M | -19.0% | -18.7% | -0.4% | -12.7% |
| 6M | -7.4% | +4.5% | -11.9% | -11.1% |
| YTD | -25.7% | -15.3% | -10.4% | -22.9% |
| 1Y | -29.7% | -19.9% | -9.8% | -25.3% |
| 3Y | -38.1% | +33.4% | -71.5% | -49.7% |
| 5Y | -57.3% | +87.4% | -144.7% | -72.2% |
| All | -21.2% | +327.9% | -349.1% | -69.8% |
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 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