+261.6%
PNR vs LPLA
+1,311.2%
-1,049.6%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.4% |
| 7D | -2.4% | -3.1% | +0.7% | -1.4% |
| 30D | -12.8% | -0.1% | -12.7% | -12.9% |
| 3M | -17.0% | +23.2% | -40.2% | -23.0% |
| 6M | -37.4% | +15.5% | -53.0% | -41.1% |
| YTD | -41.6% | +0.9% | -42.5% | -42.9% |
| 1Y | -44.6% | +0.2% | -44.8% | -46.1% |
| 3Y | -12.1% | +55.2% | -67.4% | -28.9% |
| 5Y | -17.4% | +145.4% | -162.8% | -46.3% |
| 10Y | +64.0% | +1,229.7% | -1,165.7% | -44.2% |
| All | +261.6% | +1,311.2% | -1,049.6% | +6.5% |
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