+3,652.6%
SMH vs LPLA
+1,049.8%
+2,602.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.1% | -3.1% | -3.0% |
| 7D | +4.9% | -0.9% | +5.8% | +5.2% |
| 30D | -13.8% | -9.5% | -4.3% | -11.7% |
| 3M | -17.4% | -21.9% | +4.5% | -11.5% |
| 6M | -15.0% | -2.6% | -12.4% | -16.0% |
| YTD | +35.2% | -17.8% | +53.0% | +39.9% |
| 1Y | +41.6% | -21.2% | +62.8% | +48.7% |
| 3Y | +215.6% | +30.6% | +185.0% | +173.9% |
| 5Y | +233.2% | +81.3% | +151.9% | +151.5% |
| 10Y | +1,458.7% | +773.9% | +684.7% | +613.4% |
| All | +3,652.6% | +1,049.8% | +2,602.8% | +1,344.2% |
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