+2.0%
RDW vs LPLA
+206.4%
-204.4%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.9% | -4.2% | -3.3% |
| 7D | +0.9% | -1.5% | +2.4% | +1.5% |
| 30D | -21.3% | -6.0% | -15.3% | -18.9% |
| 3M | -37.9% | +24.0% | -61.9% | -45.2% |
| 6M | +12.3% | +17.0% | -4.7% | -0.7% |
| YTD | +39.7% | -0.7% | +40.4% | +38.2% |
| 1Y | +25.7% | +2.1% | +23.6% | +22.0% |
| 3Y | +230.8% | +48.7% | +182.2% | +170.3% |
| 5Y | -8.8% | +151.2% | -160.0% | -39.7% |
| All | +2.0% | +206.4% | -204.4% | -37.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling