+72.2%
SMTC vs LPLA
-16.5%
+88.7%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +4.6% | -17.6% | -12.3% |
| 7D | -24.5% | +15.7% | -40.2% | -23.3% |
| 30D | -42.5% | -6.2% | -36.3% | -42.1% |
| 3M | -14.1% | -12.0% | -2.1% | -14.1% |
| 6M | +3.6% | -2.7% | +6.3% | +5.1% |
| YTD | +50.6% | -12.5% | +63.1% | +53.8% |
| 1Y | +72.2% | -16.5% | +88.8% | +87.0% |
| All | +72.2% | -16.5% | +88.7% | +87.0% |
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