+165.6%
SMTC vs LPLA
+3.5%
+162.1%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.8% |
| 7D | +22.5% | -1.5% | +24.0% | +22.3% |
| 30D | +24.9% | -6.0% | +30.9% | +24.5% |
| 3M | +4.1% | +21.4% | -17.3% | +3.9% |
| 6M | +92.6% | +12.1% | +80.5% | +93.3% |
| YTD | +122.5% | -1.8% | +124.3% | +129.6% |
| All | +165.6% | +3.5% | +162.1% | +171.2% |
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 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