-1.6%
SW vs LPLA
+79.1%
-80.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.4% | +1.9% | -0.8% |
| 7D | +4.7% | +7.6% | -3.0% | +3.0% |
| 30D | +5.0% | -9.5% | +14.5% | +7.1% |
| 3M | -7.3% | -16.3% | +9.0% | -4.1% |
| 6M | +15.0% | -8.0% | +23.0% | +16.2% |
| YTD | +18.5% | -15.5% | +34.0% | +21.1% |
| 1Y | +27.1% | -19.4% | +46.5% | +31.2% |
| 3Y | +49.3% | +39.7% | +9.6% | +36.9% |
| 5Y | -1.6% | +83.0% | -84.6% | -28.1% |
| All | -1.6% | +79.1% | -80.8% | -28.1% |
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