-6.5%
RUN vs LPLA
+29.4%
-35.9%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.1% | +1.2% | +1.3% |
| 7D | -13.5% | -0.9% | -12.6% | -13.5% |
| 30D | +18.3% | -9.5% | +27.8% | +18.3% |
| 3M | -12.5% | -21.9% | +9.4% | -12.6% |
| 6M | -40.3% | -2.6% | -37.7% | -40.4% |
| YTD | -53.1% | -17.8% | -35.3% | -53.1% |
| 1Y | -54.3% | -21.2% | -33.1% | -54.5% |
| 3Y | -6.5% | +30.6% | -37.1% | +32.8% |
| All | -6.5% | +29.4% | -35.9% | +32.8% |
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 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