+223.9%
PR vs LPLA
+79.1%
+144.8%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -3.4% | -1.5% | -3.5% |
| 7D | -16.5% | +7.6% | -24.2% | -19.2% |
| 30D | -4.5% | -9.5% | +5.0% | -1.7% |
| 3M | +8.5% | -16.3% | +24.9% | +14.9% |
| 6M | -3.3% | -8.0% | +4.6% | -2.4% |
| YTD | +55.7% | -15.5% | +71.2% | +60.7% |
| 1Y | +82.0% | -19.4% | +101.4% | +91.7% |
| 3Y | +62.5% | +39.7% | +22.7% | +27.3% |
| 5Y | +223.9% | +83.0% | +140.9% | +106.3% |
| All | +223.9% | +79.1% | +144.8% | +106.3% |
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