-6.1%
RDW vs LPLA
+147.5%
-153.6%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.9% | -4.2% | -3.3% |
| 7D | +0.9% | -1.5% | +2.4% | +1.6% |
| 30D | -21.3% | -6.0% | -15.3% | -18.7% |
| 3M | -37.9% | +24.0% | -61.9% | -45.7% |
| 6M | +12.3% | +17.0% | -4.7% | -1.5% |
| YTD | +39.7% | -0.7% | +40.4% | +38.1% |
| 1Y | +25.7% | +2.1% | +23.6% | +21.7% |
| 3Y | +230.8% | +48.7% | +182.2% | +165.0% |
| All | -6.1% | +147.5% | -153.6% | -40.0% |
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