+53.9%
RMD vs LPLA
+50.5%
+3.4%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.5% | -0.7% | -2.9% |
| 7D | -4.5% | -2.1% | -2.4% | -4.2% |
| 30D | +4.6% | -3.3% | +7.9% | +5.0% |
| 3M | +14.8% | +23.5% | -8.8% | +11.9% |
| 6M | -12.1% | +12.0% | -24.1% | -13.4% |
| YTD | -7.5% | -1.7% | -5.8% | -7.7% |
| 1Y | -20.1% | +3.2% | -23.3% | -20.6% |
| 3Y | +53.9% | +46.2% | +7.7% | +56.6% |
| All | +53.9% | +50.5% | +3.4% | +56.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling