-16.7%
TRI vs LPLA
-16.5%
-0.2%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +4.6% | +1.8% | +5.3% |
| 7D | +1.0% | +15.7% | -14.7% | -2.2% |
| 30D | +20.8% | -6.2% | +26.9% | +22.0% |
| 3M | +8.1% | -12.0% | +20.1% | +11.0% |
| 6M | +24.2% | -2.7% | +26.9% | +23.8% |
| YTD | -7.8% | -12.5% | +4.8% | -9.3% |
| 1Y | -16.7% | -16.5% | -0.1% | -17.2% |
| All | -16.7% | -16.5% | -0.2% | -17.2% |
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