-20.8%
PNR vs LPLA
+142.4%
-163.2%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.7% | -0.7% | -1.2% |
| 7D | -5.5% | -3.7% | -1.8% | -4.7% |
| 30D | -15.6% | -6.4% | -9.2% | -14.4% |
| 3M | -20.2% | +20.2% | -40.4% | -23.7% |
| 6M | -36.6% | +12.8% | -49.5% | -38.7% |
| YTD | -45.0% | -2.5% | -42.5% | -45.3% |
| 1Y | -47.4% | +1.9% | -49.4% | -48.5% |
| 3Y | -13.7% | +45.0% | -58.7% | -23.3% |
| 5Y | -20.8% | +146.6% | -167.4% | -44.6% |
| All | -20.8% | +142.4% | -163.2% | -44.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling