+158.9%
SN vs LPLA
-16.5%
+175.4%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +4.6% | -0.5% | +3.0% |
| 7D | +10.6% | +15.7% | -5.1% | +7.0% |
| 30D | +20.0% | -6.2% | +26.2% | +21.2% |
| 3M | +30.4% | -12.0% | +42.4% | +33.9% |
| 6M | +91.0% | -2.7% | +93.7% | +91.6% |
| YTD | +95.9% | -12.5% | +108.5% | +97.1% |
| 1Y | +158.9% | -16.5% | +175.4% | +172.8% |
| All | +158.9% | -16.5% | +175.4% | +172.8% |
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