+338.3%
SU vs LPLA
+147.5%
+190.8%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.9% | -2.0% | -0.6% |
| 7D | +2.2% | -1.5% | +3.8% | +2.6% |
| 30D | +8.4% | -6.0% | +14.4% | +10.0% |
| 3M | +12.1% | +24.0% | -12.0% | +5.8% |
| 6M | +19.7% | +17.0% | +2.7% | +13.9% |
| YTD | +58.4% | -0.7% | +59.1% | +56.6% |
| 1Y | +67.2% | +2.1% | +65.1% | +63.2% |
| 3Y | +125.0% | +48.7% | +76.4% | +89.5% |
| All | +338.3% | +147.5% | +190.8% | +176.9% |
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 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