-70.5%
PSKY vs LPLA
+142.4%
-212.9%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.2% | +1.7% |
| 7D | -6.0% | -3.7% | -2.3% | -5.3% |
| 30D | +10.7% | -6.4% | +17.0% | +12.1% |
| 3M | +1.2% | +20.2% | -19.0% | -2.8% |
| 6M | +1.5% | +12.8% | -11.4% | -1.7% |
| YTD | -21.8% | -2.5% | -19.3% | -22.1% |
| 1Y | -30.2% | +1.9% | -32.1% | -31.5% |
| 3Y | -20.1% | +45.0% | -65.1% | -33.9% |
| 5Y | -70.5% | +146.6% | -217.1% | -82.6% |
| All | -70.5% | +142.4% | -212.9% | -82.6% |
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