+450.0%
SN vs LPLA
+29.4%
+420.6%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.1% | +2.8% | +2.8% |
| 7D | +1.5% | -0.9% | +2.5% | +1.8% |
| 30D | +21.5% | -9.5% | +31.0% | +24.5% |
| 3M | +20.0% | -21.9% | +41.9% | +28.4% |
| 6M | +119.9% | -2.6% | +122.5% | +118.7% |
| YTD | +102.3% | -17.8% | +120.1% | +110.7% |
| 1Y | +148.0% | -21.2% | +169.2% | +161.8% |
| 3Y | +450.0% | +30.6% | +419.4% | +458.1% |
| All | +450.0% | +29.4% | +420.6% | +458.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling