+29.7%
Q vs LPLA
+2.6%
+27.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.5% | +4.9% | +2.8% |
| 7D | +6.7% | -2.1% | +8.8% | +7.1% |
| 30D | -10.6% | -3.3% | -7.3% | -10.1% |
| 3M | -14.6% | +23.5% | -38.1% | -19.2% |
| 6M | +12.1% | +12.0% | +0.1% | +8.8% |
| YTD | +51.3% | -1.7% | +52.9% | +50.8% |
| All | +29.7% | +2.6% | +27.1% | +27.6% |
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