-2.5%
TEAM vs LPLA
+3.3%
-5.9%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +0.9% | +0.8% |
| 7D | -4.7% | -1.5% | -3.1% | -4.2% |
| 30D | +17.0% | -6.0% | +23.0% | +18.8% |
| 3M | +85.9% | +21.4% | +64.5% | +80.3% |
| 6M | +116.7% | +12.1% | +104.6% | +109.2% |
| YTD | +9.6% | -1.8% | +11.5% | +7.3% |
| 1Y | -2.5% | +3.2% | -5.7% | -6.8% |
| All | -2.5% | +3.3% | -5.9% | -6.8% |
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