+17.3%
PRU vs LPLA
+3.3%
+14.0%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.3% | -1.5% |
| 7D | -1.9% | -1.5% | -0.3% | -1.6% |
| 30D | -2.6% | -6.0% | +3.4% | -1.5% |
| 3M | +14.7% | +21.4% | -6.7% | +10.8% |
| 6M | +25.7% | +12.1% | +13.6% | +22.7% |
| YTD | +8.3% | -1.8% | +10.1% | +6.8% |
| 1Y | +17.3% | +3.2% | +14.1% | +14.7% |
| All | +17.3% | +3.3% | +14.0% | +14.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling