+625.9%
TEAM vs LPLA
+669.6%
-43.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.2% | +4.8% | +3.2% |
| 7D | -19.7% | -3.2% | -16.6% | -19.0% |
| 30D | -26.6% | -8.6% | -18.0% | -25.2% |
| 3M | -1.1% | -18.7% | +17.6% | +4.0% |
| 6M | +74.6% | +4.5% | +70.0% | +71.0% |
| YTD | -6.0% | -15.3% | +9.3% | -3.4% |
| 1Y | -3.2% | -19.9% | +16.6% | +0.9% |
| 3Y | -13.5% | +33.4% | -46.9% | -22.4% |
| 5Y | -65.5% | +87.4% | -152.9% | -72.1% |
| 10Y | +454.5% | +800.4% | -345.9% | +187.2% |
| All | +625.9% | +669.6% | -43.7% | +395.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling