+3,315.2%
PWR vs LPLA
+1,049.8%
+2,265.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.7% | -0.7% |
| 7D | +11.3% | -0.9% | +12.2% | +11.7% |
| 30D | -8.9% | -9.5% | +0.6% | -6.5% |
| 3M | -10.5% | -21.9% | +11.4% | -3.4% |
| 6M | -22.2% | -2.6% | -19.5% | -23.2% |
| YTD | +42.7% | -17.8% | +60.6% | +48.0% |
| 1Y | +41.1% | -21.2% | +62.3% | +48.8% |
| 3Y | +242.7% | +30.6% | +212.1% | +186.3% |
| 5Y | +418.5% | +81.3% | +337.2% | +265.0% |
| 10Y | +1,855.0% | +773.9% | +1,081.0% | +612.8% |
| All | +3,315.2% | +1,049.8% | +2,265.5% | +923.3% |
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