+26.2%
PSA vs LPLA
-23.1%
+49.3%
-13.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.0% | +2.3% | -0.4% |
| 7D | -2.1% | -2.8% | +0.7% | -1.8% |
| 30D | +15.6% | -10.2% | +25.7% | +16.3% |
| 3M | +4.1% | -22.3% | +26.3% | +5.5% |
| 6M | +9.2% | -0.5% | +9.7% | +9.7% |
| YTD | +32.3% | -17.9% | +50.2% | +35.7% |
| 1Y | +26.2% | -22.0% | +48.2% | +30.0% |
| All | +26.2% | -23.1% | +49.3% | +30.0% |
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