+43.2%
TER vs LPLA
-16.5%
+59.7%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +4.6% | -11.5% | -7.6% |
| 7D | -19.9% | +15.7% | -35.6% | -22.3% |
| 30D | -43.5% | -6.2% | -37.4% | -42.5% |
| 3M | -37.8% | -12.0% | -25.8% | -35.8% |
| 6M | -25.6% | -2.7% | -22.8% | -24.8% |
| YTD | +29.8% | -12.5% | +42.4% | +36.1% |
| 1Y | +43.2% | -16.5% | +59.7% | +60.1% |
| All | +43.2% | -16.5% | +59.7% | +60.1% |
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 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