-37.4%
TRMB vs LPLA
+143.6%
-181.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.5% | +1.4% | -0.3% |
| 7D | -0.3% | -2.1% | +1.8% | +0.5% |
| 30D | -1.2% | -3.3% | +2.1% | -0.2% |
| 3M | +9.6% | +23.5% | -13.9% | +1.1% |
| 6M | -16.1% | +12.0% | -28.1% | -20.2% |
| YTD | -25.0% | -1.7% | -23.3% | -25.6% |
| 1Y | -27.7% | +3.2% | -30.9% | -29.9% |
| 3Y | +15.3% | +46.2% | -30.9% | -2.6% |
| 5Y | -37.4% | +144.9% | -182.3% | -59.7% |
| All | -37.4% | +143.6% | -181.0% | -59.7% |
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