-29.1%
PINS vs LPLA
+54.7%
-83.8%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.3% | -1.8% | -2.1% |
| 7D | -12.0% | -3.1% | -9.0% | -11.2% |
| 30D | -12.7% | -0.1% | -12.6% | -12.7% |
| 3M | -5.5% | +23.2% | -28.7% | -11.7% |
| 6M | +5.3% | +15.5% | -10.3% | +0.1% |
| YTD | -21.2% | +0.9% | -22.1% | -22.3% |
| 1Y | -45.0% | +0.2% | -45.2% | -46.0% |
| All | -29.1% | +54.7% | -83.8% | -38.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling