+0.4%
SLV vs LPLA
-19.0%
+19.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.2% | +2.6% | +0.6% |
| 7D | -1.1% | -3.2% | +2.1% | -0.7% |
| 30D | -14.2% | -8.6% | -5.5% | -13.3% |
| 3M | -20.3% | -18.7% | -1.6% | -18.4% |
| 6M | -40.2% | +4.5% | -44.7% | -40.7% |
| YTD | -27.6% | -15.3% | -12.3% | -21.1% |
| 1Y | +0.4% | -19.9% | +20.3% | +12.3% |
| All | +0.4% | -19.0% | +19.5% | +12.3% |
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