+145.8%
SITM vs LPLA
+3.8%
+142.1%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.9% | +3.7% | +5.6% |
| 7D | +3.9% | -1.5% | +5.4% | +3.8% |
| 30D | -6.6% | -6.0% | -0.6% | -6.8% |
| 3M | -11.9% | +24.0% | -35.9% | -12.0% |
| 6M | +81.1% | +17.0% | +64.1% | +79.0% |
| YTD | +80.0% | -0.7% | +80.6% | +78.8% |
| 1Y | +145.8% | +2.1% | +143.7% | +138.0% |
| All | +145.8% | +3.8% | +142.1% | +138.0% |
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