-53.8%
TEAM vs LPLA
+143.6%
-197.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -2.5% | -4.4% | -6.0% |
| 7D | -5.7% | -2.1% | -3.6% | -4.9% |
| 30D | +18.3% | -3.3% | +21.7% | +19.9% |
| 3M | +80.2% | +23.5% | +56.7% | +66.8% |
| 6M | +111.0% | +12.0% | +99.0% | +99.9% |
| YTD | +8.8% | -1.7% | +10.5% | +7.7% |
| 1Y | +2.2% | +3.2% | -1.1% | -1.3% |
| 3Y | -14.6% | +46.2% | -60.8% | -29.0% |
| 5Y | -53.8% | +144.9% | -198.7% | -72.1% |
| All | -53.8% | +143.6% | -197.4% | -72.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling