+225.0%
SIMO vs LPLA
+4.5%
+220.5%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -2.5% | +8.7% | +6.0% |
| 7D | +14.6% | -2.1% | +16.7% | +14.4% |
| 30D | +6.2% | -3.3% | +9.6% | +6.0% |
| 3M | +3.6% | +23.5% | -20.0% | +3.1% |
| 6M | +130.8% | +12.0% | +118.8% | +130.6% |
| YTD | +195.8% | -1.7% | +197.4% | +200.8% |
| 1Y | +225.0% | +3.2% | +221.8% | +230.2% |
| All | +225.0% | +4.5% | +220.5% | +230.2% |
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