-34.6%
SNPS vs LPLA
+0.7%
-35.3%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.3% | -5.1% | -5.3% |
| 7D | -11.0% | -3.1% | -8.0% | -10.1% |
| 30D | -1.7% | -0.1% | -1.7% | -1.8% |
| 3M | -20.4% | +23.2% | -43.6% | -25.8% |
| 6M | -8.6% | +15.5% | -24.2% | -13.3% |
| YTD | -16.2% | +0.9% | -17.0% | -18.0% |
| 1Y | -34.6% | +0.2% | -34.7% | -36.9% |
| All | -34.6% | +0.7% | -35.3% | -36.9% |
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