+273.7%
RMD vs LPLA
+1,226.8%
-953.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.5% | 0.0% |
| 7D | -4.2% | -3.7% | -0.5% | -3.5% |
| 30D | -2.1% | -6.4% | +4.3% | -0.8% |
| 3M | +13.8% | +20.2% | -6.4% | +9.7% |
| 6M | -10.6% | +12.8% | -23.5% | -12.9% |
| YTD | -8.1% | -2.5% | -5.6% | -8.2% |
| 1Y | -18.0% | +1.9% | -19.9% | -19.0% |
| 3Y | +52.9% | +45.0% | +7.9% | +37.6% |
| 5Y | -22.3% | +146.6% | -168.9% | -39.2% |
| All | +273.7% | +1,226.8% | -953.1% | +128.6% |
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 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