+745.1%
RMD vs LPLA
+1,311.2%
-566.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.3% |
| 7D | -5.0% | -3.1% | -1.9% | -4.4% |
| 30D | +2.2% | -0.1% | +2.3% | +2.2% |
| 3M | +17.8% | +23.2% | -5.4% | +13.0% |
| 6M | -11.3% | +15.5% | -26.9% | -14.1% |
| YTD | -4.4% | +0.9% | -5.3% | -5.2% |
| 1Y | -15.7% | +0.2% | -15.9% | -16.6% |
| 3Y | +47.7% | +55.2% | -7.5% | +31.0% |
| 5Y | -19.2% | +145.4% | -164.6% | -36.5% |
| 10Y | +280.4% | +1,229.7% | -949.3% | +100.7% |
| All | +745.1% | +1,311.2% | -566.1% | +284.3% |
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