-33.7%
TLT vs LPLA
+143.6%
-177.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.5% | +2.5% | -0.2% |
| 7D | +0.4% | -2.1% | +2.5% | +0.2% |
| 30D | -0.3% | -3.3% | +3.0% | -0.6% |
| 3M | -1.7% | +23.5% | -25.3% | +0.3% |
| 6M | -4.9% | +12.0% | -16.9% | -3.7% |
| YTD | -2.8% | -1.7% | -1.1% | -2.6% |
| 1Y | -4.2% | +3.2% | -7.4% | -3.4% |
| 3Y | -1.1% | +46.2% | -47.3% | +5.3% |
| 5Y | -33.7% | +144.9% | -178.6% | -22.4% |
| All | -33.7% | +143.6% | -177.4% | -22.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling