-32.1%
TRMB vs LPLA
-23.2%
-8.9%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.1% | +1.9% | -0.8% |
| 7D | +4.1% | -2.9% | +6.9% | +4.4% |
| 30D | -7.0% | -10.2% | +3.3% | -5.6% |
| 3M | -0.9% | -22.3% | +21.4% | +4.0% |
| 6M | -1.2% | -0.6% | -0.6% | -3.3% |
| YTD | -28.7% | -17.9% | -10.8% | -28.5% |
| 1Y | -32.1% | -22.1% | -10.0% | -29.8% |
| All | -32.1% | -23.2% | -8.9% | -29.8% |
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