+55.4%
TD vs LPLA
-21.6%
+77.0%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | +1.1% | -0.9% | +2.0% | +1.2% |
| 30D | +5.2% | -9.5% | +14.7% | +6.6% |
| 3M | +1.2% | -21.9% | +23.1% | +4.9% |
| 6M | +17.7% | -2.6% | +20.4% | +18.1% |
| YTD | +34.2% | -17.8% | +52.0% | +37.2% |
| 1Y | +55.4% | -21.2% | +76.6% | +60.6% |
| All | +55.4% | -21.6% | +77.0% | +60.6% |
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