+3,230.4%
TER vs LPLA
+1,311.2%
+1,919.2%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.3% | +5.8% | +5.6% |
| 7D | +0.6% | -3.1% | +3.7% | +1.8% |
| 30D | -8.3% | -0.1% | -8.2% | -8.4% |
| 3M | -12.2% | +23.2% | -35.4% | -20.0% |
| 6M | +17.1% | +15.5% | +1.5% | +8.8% |
| YTD | +84.7% | +0.9% | +83.8% | +80.7% |
| 1Y | +199.9% | +0.2% | +199.8% | +193.0% |
| 3Y | +232.8% | +55.2% | +177.5% | +168.2% |
| 5Y | +198.6% | +145.4% | +53.1% | +92.8% |
| 10Y | +1,669.7% | +1,229.7% | +440.1% | +484.2% |
| All | +3,230.4% | +1,311.2% | +1,919.2% | +819.1% |
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 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