+1,935.6%
TER vs LPLA
+1,060.6%
+875.0%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.8% | +4.4% | +3.3% |
| 7D | -20.5% | +4.1% | -24.6% | -21.8% |
| 30D | -47.0% | -9.0% | -38.0% | -45.5% |
| 3M | -43.3% | -17.6% | -25.7% | -39.6% |
| 6M | -42.9% | -8.8% | -34.1% | -42.3% |
| YTD | +12.9% | -17.0% | +29.9% | +17.8% |
| 1Y | +18.2% | -20.4% | +38.6% | +25.5% |
| 3Y | +151.8% | +35.4% | +116.4% | +111.8% |
| 5Y | +54.2% | +79.7% | -25.5% | +11.5% |
| 10Y | +908.2% | +915.0% | -6.7% | +265.6% |
| All | +1,935.6% | +1,060.6% | +875.0% | +499.1% |
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