+494.4%
TEAM vs LPLA
+1,251.7%
-757.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.9% | -1.8% | -0.5% |
| 7D | -5.2% | -1.5% | -3.7% | -4.8% |
| 30D | +15.8% | -6.0% | +21.8% | +17.8% |
| 3M | +101.5% | +24.0% | +77.4% | +89.7% |
| 6M | +138.2% | +17.0% | +121.2% | +125.8% |
| YTD | +10.8% | -0.7% | +11.5% | +9.7% |
| 1Y | +1.7% | +2.1% | -0.4% | -0.3% |
| 3Y | -16.0% | +48.7% | -64.7% | -26.5% |
| 5Y | -52.7% | +151.2% | -203.9% | -64.5% |
| All | +494.4% | +1,251.7% | -757.2% | +186.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling