-20.4%
RMD vs LPLA
+3.3%
-23.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.5% |
| 7D | -4.7% | -1.5% | -3.2% | -4.4% |
| 30D | +0.2% | -6.0% | +6.2% | +1.4% |
| 3M | +12.0% | +21.4% | -9.4% | +8.1% |
| 6M | -12.5% | +12.1% | -24.6% | -14.4% |
| YTD | -7.9% | -1.8% | -6.1% | -7.8% |
| 1Y | -20.4% | +3.2% | -23.6% | -19.8% |
| All | -20.4% | +3.3% | -23.7% | -19.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling