+8.1%
S vs LPLA
+3.3%
+4.8%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.2% | +0.1% |
| 7D | -1.2% | -1.5% | +0.3% | -0.9% |
| 30D | -12.6% | -6.0% | -6.6% | -11.3% |
| 3M | +27.6% | +21.4% | +6.2% | +23.4% |
| 6M | +35.5% | +12.1% | +23.4% | +32.6% |
| YTD | +29.6% | -1.8% | +31.4% | +28.4% |
| 1Y | +8.1% | +3.2% | +4.9% | +3.9% |
| All | +8.1% | +3.3% | +4.8% | +3.9% |
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 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