-22.2%
RMD vs LPLA
+143.6%
-165.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.5% | -0.7% | -2.8% |
| 7D | -4.5% | -2.1% | -2.4% | -4.1% |
| 30D | +4.6% | -3.3% | +7.9% | +5.2% |
| 3M | +14.8% | +23.5% | -8.8% | +10.8% |
| 6M | -12.1% | +12.0% | -24.1% | -13.9% |
| YTD | -7.5% | -1.7% | -5.8% | -7.7% |
| 1Y | -20.1% | +3.2% | -23.3% | -21.0% |
| 3Y | +53.9% | +46.2% | +7.7% | +41.0% |
| 5Y | -22.2% | +144.9% | -167.1% | -36.7% |
| All | -22.2% | +143.6% | -165.8% | -36.7% |
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