+36.3%
S vs LPLA
-17.5%
+53.8%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.4% | -0.5% |
| 7D | +1.4% | +3.6% | -2.3% | +1.0% |
| 30D | -10.8% | -6.8% | -4.1% | -9.8% |
| 3M | +5.4% | -17.0% | +22.4% | +8.8% |
| 6M | +41.2% | +1.8% | +39.4% | +42.5% |
| YTD | +56.2% | -13.4% | +69.6% | +55.4% |
| 1Y | +36.3% | -17.5% | +53.8% | +37.7% |
| All | +36.3% | -17.5% | +53.8% | +37.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling