-32.8%
RUN vs LPLA
+45.1%
-77.9%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -2.5% | +6.2% | +3.8% |
| 7D | +10.2% | -2.1% | +12.2% | +10.2% |
| 30D | -9.6% | -3.3% | -6.3% | -9.5% |
| 3M | -31.5% | +23.5% | -55.0% | -32.3% |
| 6M | -18.7% | +12.0% | -30.7% | -19.2% |
| YTD | -49.9% | -1.7% | -48.2% | -49.8% |
| 1Y | -45.5% | +3.2% | -48.7% | -45.1% |
| All | -32.8% | +45.1% | -77.9% | -17.7% |
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 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