+27.5%
PSA vs LPLA
+88.0%
-60.4%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.2% | +2.2% | +0.1% |
| 7D | -2.1% | -3.2% | +1.1% | -1.8% |
| 30D | +16.2% | -8.6% | +24.9% | +16.8% |
| 3M | +4.3% | -18.7% | +23.0% | +5.5% |
| 6M | +9.9% | +4.5% | +5.3% | +9.4% |
| YTD | +33.3% | -15.3% | +48.6% | +34.3% |
| 1Y | +25.8% | -19.9% | +45.7% | +27.2% |
| 3Y | +54.8% | +33.4% | +21.4% | +49.0% |
| 5Y | +27.5% | +87.4% | -59.9% | +16.1% |
| All | +27.5% | +88.0% | -60.4% | +16.1% |
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