+204.1%
TRMB vs LPLA
+1,084.6%
-880.5%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -2.2% | +5.4% | +4.0% |
| 7D | +4.1% | -3.2% | +7.3% | +5.3% |
| 30D | -5.1% | -8.6% | +3.6% | -2.9% |
| 3M | -2.6% | -18.7% | +16.1% | +3.8% |
| 6M | -2.7% | +4.5% | -7.2% | -6.9% |
| YTD | -27.9% | -15.3% | -12.6% | -25.6% |
| 1Y | -29.0% | -19.9% | -9.1% | -25.2% |
| 3Y | +35.0% | +33.4% | +1.5% | +12.2% |
| 5Y | -33.9% | +87.4% | -121.3% | -54.5% |
| 10Y | +106.1% | +800.4% | -694.3% | -27.3% |
| All | +204.1% | +1,084.6% | -880.5% | -16.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling