-14.6%
TEAM vs LPLA
+50.5%
-65.1%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -2.5% | -4.4% | -6.1% |
| 7D | -5.7% | -2.1% | -3.6% | -4.9% |
| 30D | +18.3% | -3.3% | +21.7% | +19.8% |
| 3M | +80.2% | +23.5% | +56.7% | +68.2% |
| 6M | +111.0% | +12.0% | +99.0% | +100.8% |
| YTD | +8.8% | -1.7% | +10.5% | +7.8% |
| 1Y | +2.2% | +3.2% | -1.1% | -1.2% |
| 3Y | -14.6% | +46.2% | -60.8% | -19.8% |
| All | -14.6% | +50.5% | -65.1% | -19.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling