+2,143.1%
TT vs LPLA
+1,311.2%
+831.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.7% |
| 7D | -0.2% | -3.1% | +2.8% | +0.7% |
| 30D | -7.4% | -0.1% | -7.3% | -7.4% |
| 3M | -3.2% | +23.2% | -26.4% | -9.4% |
| 6M | +1.1% | +15.5% | -14.4% | -4.0% |
| YTD | +15.6% | +0.9% | +14.7% | +13.5% |
| 1Y | +9.2% | +0.2% | +9.0% | +6.7% |
| 3Y | +124.4% | +55.2% | +69.2% | +85.9% |
| 5Y | +138.0% | +145.4% | -7.4% | +63.7% |
| 10Y | +886.4% | +1,229.7% | -343.3% | +282.8% |
| All | +2,143.1% | +1,311.2% | +831.8% | +638.6% |
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