+60.8%
SGI vs LPLA
+50.5%
+10.4%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.5% | +2.1% | +0.1% |
| 7D | +9.3% | -2.1% | +11.4% | +9.7% |
| 30D | +6.9% | -3.3% | +10.2% | +7.5% |
| 3M | +2.8% | +23.5% | -20.7% | -1.8% |
| 6M | -12.6% | +12.0% | -24.6% | -14.8% |
| YTD | -21.5% | -1.7% | -19.9% | -21.8% |
| 1Y | -18.8% | +3.2% | -22.0% | -19.9% |
| 3Y | +60.8% | +46.2% | +14.6% | +61.6% |
| All | +60.8% | +50.5% | +10.4% | +61.6% |
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