-16.4%
PINS vs LPLA
+409.8%
-426.2%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.3% | -1.8% | -2.0% |
| 7D | -12.0% | -3.1% | -9.0% | -10.9% |
| 30D | -12.7% | -0.1% | -12.6% | -12.7% |
| 3M | -5.5% | +23.2% | -28.7% | -14.3% |
| 6M | +5.3% | +15.5% | -10.3% | -2.4% |
| YTD | -21.2% | +0.9% | -22.1% | -23.2% |
| 1Y | -45.0% | +0.2% | -45.2% | -46.7% |
| 3Y | -26.2% | +55.2% | -81.4% | -43.2% |
| 5Y | -64.0% | +145.4% | -209.4% | -79.0% |
| All | -16.4% | +409.8% | -426.2% | -69.9% |
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