+839.4%
TRV vs LPLA
+1,275.5%
-436.1%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.5% | +1.5% | -0.4% |
| 7D | +0.5% | -2.1% | +2.6% | +1.0% |
| 30D | -4.9% | -3.3% | -1.5% | -4.1% |
| 3M | +23.7% | +23.5% | +0.2% | +17.1% |
| 6M | +20.3% | +12.0% | +8.3% | +16.1% |
| YTD | +27.1% | -1.7% | +28.7% | +25.8% |
| 1Y | +35.3% | +3.2% | +32.1% | +31.6% |
| 3Y | +139.8% | +46.2% | +93.6% | +107.6% |
| 5Y | +153.9% | +144.9% | +9.0% | +85.3% |
| 10Y | +285.9% | +1,195.1% | -909.2% | +90.9% |
| All | +839.4% | +1,275.5% | -436.1% | +314.0% |
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