+549.3%
PTC vs LPLA
+1,311.2%
-762.0%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.3% | -5.7% | -5.9% |
| 7D | -10.3% | -3.1% | -7.2% | -9.4% |
| 30D | +1.1% | -0.1% | +1.2% | +1.1% |
| 3M | +1.6% | +23.2% | -21.6% | -5.3% |
| 6M | -13.5% | +15.5% | -29.0% | -18.2% |
| YTD | -19.1% | +0.9% | -19.9% | -20.5% |
| 1Y | -33.9% | +0.2% | -34.0% | -35.3% |
| 3Y | -3.9% | +55.2% | -59.1% | -21.1% |
| 5Y | +6.0% | +145.4% | -139.4% | -28.7% |
| 10Y | +223.7% | +1,229.7% | -1,005.9% | +19.1% |
| All | +549.3% | +1,311.2% | -762.0% | +91.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling