+2,194.7%
TER vs LPLA
+1,099.8%
+1,094.9%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | +3.4% | +9.4% | +11.4% |
| 7D | -5.8% | +2.3% | -8.0% | -6.5% |
| 30D | -38.9% | -7.7% | -31.2% | -37.4% |
| 3M | -35.1% | -15.7% | -19.4% | -31.5% |
| 6M | -31.6% | +0.8% | -32.4% | -33.4% |
| YTD | +27.2% | -14.2% | +41.5% | +31.3% |
| 1Y | +35.2% | -17.9% | +53.1% | +42.1% |
| 3Y | +192.8% | +36.1% | +156.7% | +146.3% |
| 5Y | +72.4% | +90.3% | -17.9% | +22.1% |
| 10Y | +1,001.8% | +841.0% | +160.9% | +310.4% |
| All | +2,194.7% | +1,099.8% | +1,094.9% | +567.7% |
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