+324.2%
SMH vs LPLA
+142.4%
+181.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.7% | -1.8% | -2.2% |
| 7D | +1.4% | -3.7% | +5.0% | +2.7% |
| 30D | -2.2% | -6.4% | +4.2% | -0.1% |
| 3M | -1.9% | +20.2% | -22.0% | -8.8% |
| 6M | +41.0% | +12.8% | +28.2% | +33.0% |
| YTD | +55.6% | -2.5% | +58.1% | +54.1% |
| 1Y | +86.8% | +1.9% | +84.9% | +81.0% |
| 3Y | +277.7% | +45.0% | +232.7% | +213.9% |
| 5Y | +324.2% | +146.6% | +177.6% | +152.9% |
| All | +324.2% | +142.4% | +181.8% | +152.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling