+51.6%
SW vs LPLA
+43.4%
+8.1%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +4.6% | -0.6% | +2.9% |
| 7D | +12.1% | +15.7% | -3.7% | +8.0% |
| 30D | +6.6% | -6.2% | +12.7% | +7.9% |
| 3M | -6.0% | -12.0% | +6.0% | -3.5% |
| 6M | +21.5% | -2.7% | +24.2% | +21.3% |
| YTD | +20.3% | -12.5% | +32.9% | +22.1% |
| 1Y | +28.1% | -16.5% | +44.7% | +31.9% |
| All | +51.6% | +43.4% | +8.1% | +40.9% |
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 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