+802.8%
TEAM vs LPLA
+816.8%
-14.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.3% | -2.3% | -2.5% |
| 7D | -0.4% | -3.1% | +2.6% | +0.5% |
| 30D | +67.3% | -0.1% | +67.4% | +67.4% |
| 3M | +86.8% | +23.2% | +63.6% | +76.4% |
| 6M | +146.8% | +15.5% | +131.3% | +135.3% |
| YTD | +16.9% | +0.9% | +16.0% | +15.3% |
| 1Y | +12.8% | +0.2% | +12.6% | +11.0% |
| 3Y | -7.3% | +55.2% | -62.5% | -19.6% |
| 5Y | -50.7% | +145.4% | -196.1% | -62.6% |
| 10Y | +529.8% | +1,229.7% | -699.8% | +196.3% |
| All | +802.8% | +816.8% | -14.0% | +491.8% |
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 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