+4,789.7%
SITM vs LPLA
+311.1%
+4,478.6%
-78.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.9% | +3.7% | +4.5% |
| 7D | +3.9% | -1.5% | +5.4% | +4.8% |
| 30D | -6.6% | -6.0% | -0.6% | -3.3% |
| 3M | -11.9% | +24.0% | -35.9% | -23.3% |
| 6M | +81.1% | +17.0% | +64.1% | +59.4% |
| YTD | +80.0% | -0.7% | +80.6% | +71.4% |
| 1Y | +145.8% | +2.1% | +143.7% | +129.3% |
| 3Y | +475.9% | +48.7% | +427.2% | +319.2% |
| 5Y | +189.2% | +151.2% | +38.0% | +44.3% |
| All | +4,789.7% | +311.1% | +4,478.6% | +1,736.4% |
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