-11.5%
SNPS vs LPLA
+29.3%
-40.8%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.0% | +3.1% | +1.1% |
| 7D | +5.1% | -2.8% | +7.9% | +6.0% |
| 30D | -6.4% | -10.2% | +3.7% | -3.7% |
| 3M | +12.2% | -22.3% | +34.5% | +21.4% |
| 6M | -9.8% | -0.5% | -9.4% | -11.4% |
| YTD | -1.5% | -17.9% | +16.4% | +3.0% |
| 1Y | +16.0% | -22.0% | +38.1% | +23.8% |
| All | -11.5% | +29.3% | -40.8% | -17.6% |
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