+27.1%
SW vs LPLA
-19.9%
+47.0%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.4% | +1.9% | -1.0% |
| 7D | +4.7% | +7.6% | -3.0% | +3.5% |
| 30D | +5.0% | -9.5% | +14.5% | +6.0% |
| 3M | -7.3% | -16.3% | +9.0% | -5.7% |
| 6M | +15.0% | -8.0% | +23.0% | +16.5% |
| YTD | +18.5% | -15.5% | +34.0% | +15.1% |
| 1Y | +27.1% | -19.4% | +46.5% | +27.5% |
| All | +27.1% | -19.9% | +47.0% | +27.5% |
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 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