+77.9%
SLV vs LPLA
+1,060.6%
-982.7%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.8% | +1.7% | 0.0% |
| 7D | +5.1% | +4.1% | +0.9% | +4.9% |
| 30D | -12.9% | -9.0% | -3.9% | -12.6% |
| 3M | -16.1% | -17.6% | +1.6% | -15.4% |
| 6M | -33.2% | -8.8% | -24.3% | -33.0% |
| YTD | -27.2% | -17.0% | -10.2% | -26.8% |
| 1Y | +7.6% | -20.4% | +28.0% | +8.5% |
| 3Y | +122.3% | +35.4% | +86.9% | +118.3% |
| 5Y | +109.7% | +79.7% | +30.0% | +101.6% |
| 10Y | +168.4% | +915.0% | -746.5% | +137.8% |
| All | +77.9% | +1,060.6% | -982.7% | +50.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling