+16.5%
SNPS vs LPLA
+143.6%
-127.2%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.5% | +2.1% | +0.4% |
| 7D | -5.5% | -2.1% | -3.4% | -4.8% |
| 30D | -5.8% | -3.3% | -2.4% | -4.8% |
| 3M | -17.2% | +23.5% | -40.7% | -23.1% |
| 6M | -10.4% | +12.0% | -22.4% | -14.3% |
| YTD | -16.5% | -1.7% | -14.9% | -17.1% |
| 1Y | -35.6% | +3.2% | -38.9% | -37.2% |
| 3Y | -14.6% | +46.2% | -60.8% | -25.9% |
| 5Y | +16.5% | +144.9% | -128.4% | -22.1% |
| All | +16.5% | +143.6% | -127.2% | -22.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling