+574.2%
SNPS vs LPLA
+1,198.0%
-623.8%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.4% |
| 7D | -5.5% | -1.5% | -3.9% | -5.0% |
| 30D | -4.5% | -6.0% | +1.5% | -2.7% |
| 3M | -15.5% | +21.4% | -36.9% | -20.6% |
| 6M | -10.1% | +12.1% | -22.1% | -13.7% |
| YTD | -16.3% | -1.8% | -14.4% | -16.7% |
| 1Y | -34.9% | +3.2% | -38.1% | -36.4% |
| 3Y | -14.4% | +45.9% | -60.3% | -25.3% |
| 5Y | +17.9% | +144.7% | -126.8% | -14.6% |
| 10Y | +574.2% | +1,222.4% | -648.2% | +237.5% |
| All | +574.2% | +1,198.0% | -623.8% | +237.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling