+138.7%
TRV vs LPLA
+44.8%
+93.9%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.3% |
| 7D | +0.2% | -1.5% | +1.7% | +0.4% |
| 30D | -2.3% | -6.0% | +3.6% | -1.7% |
| 3M | +22.7% | +21.4% | +1.3% | +19.7% |
| 6M | +21.9% | +12.1% | +9.9% | +20.0% |
| YTD | +27.5% | -1.8% | +29.3% | +27.0% |
| 1Y | +36.2% | +3.2% | +33.0% | +34.1% |
| All | +138.7% | +44.8% | +93.9% | +119.2% |
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 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