+36.3%
TRMB vs LPLA
+29.4%
+6.9%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.4% |
| 7D | +2.8% | -0.9% | +3.8% | +3.0% |
| 30D | -5.9% | -9.5% | +3.6% | -3.8% |
| 3M | -3.3% | -21.9% | +18.6% | +3.6% |
| 6M | +1.3% | -2.6% | +4.0% | -0.2% |
| YTD | -29.0% | -17.8% | -11.2% | -26.3% |
| 1Y | -27.8% | -21.2% | -6.6% | -23.8% |
| 3Y | +36.3% | +30.6% | +5.7% | +25.5% |
| All | +36.3% | +29.4% | +6.9% | +25.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling