+199.8%
TER vs LPLA
+0.7%
+199.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.3% | +5.8% | +5.5% |
| 7D | +0.6% | -3.1% | +3.6% | +1.3% |
| 30D | -8.3% | -0.1% | -8.2% | -8.3% |
| 3M | -12.2% | +23.2% | -35.5% | -18.0% |
| 6M | +17.0% | +15.5% | +1.5% | +12.2% |
| YTD | +84.6% | +0.9% | +83.7% | +87.6% |
| 1Y | +199.8% | +0.2% | +199.6% | +200.4% |
| All | +199.8% | +0.7% | +199.1% | +200.4% |
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