+766.4%
RMD vs LPLA
+1,111.7%
-345.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.0% | -1.7% | -0.9% |
| 7D | +3.1% | +3.6% | -0.5% | +2.4% |
| 30D | +1.8% | -6.8% | +8.5% | +2.8% |
| 3M | +6.7% | -17.0% | +23.7% | +10.1% |
| 6M | +13.9% | +1.8% | +12.1% | +12.7% |
| YTD | -2.0% | -13.4% | +11.4% | -0.3% |
| 1Y | -5.4% | -17.5% | +12.1% | -3.0% |
| 3Y | +67.4% | +36.5% | +30.9% | +51.6% |
| 5Y | -5.7% | +92.6% | -98.4% | -22.5% |
| 10Y | +338.4% | +809.2% | -470.8% | +148.8% |
| All | +766.4% | +1,111.7% | -345.2% | +303.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling