+528.8%
SIMO vs LPLA
+1,194.2%
-665.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -2.5% | +8.7% | +6.9% |
| 7D | +14.6% | -2.1% | +16.7% | +15.2% |
| 30D | +6.2% | -3.3% | +9.6% | +7.0% |
| 3M | +3.6% | +23.5% | -20.0% | -3.4% |
| 6M | +130.8% | +12.0% | +118.8% | +119.6% |
| YTD | +195.8% | -1.7% | +197.4% | +191.1% |
| 1Y | +225.0% | +3.2% | +221.8% | +214.0% |
| 3Y | +452.3% | +46.2% | +406.1% | +371.9% |
| 5Y | +303.6% | +144.9% | +158.7% | +176.4% |
| 10Y | +528.8% | +1,195.1% | -666.3% | +144.5% |
| All | +528.8% | +1,194.2% | -665.4% | +144.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling