+60.7%
TD vs LPLA
+2.8%
+57.9%
-7.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.5% | +0.9% |
| 7D | -2.6% | -3.7% | +1.1% | -2.1% |
| 30D | -1.0% | -6.4% | +5.4% | -0.1% |
| 3M | +5.6% | +20.2% | -14.6% | +3.1% |
| 6M | +27.1% | +12.8% | +14.2% | +25.0% |
| YTD | +29.4% | -2.5% | +31.9% | +29.2% |
| 1Y | +60.7% | +1.9% | +58.7% | +59.9% |
| All | +60.7% | +2.8% | +57.9% | +59.9% |
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 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