-72.2%
TTD vs LPLA
+0.7%
-72.9%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.3% | -4.1% | -4.3% |
| 7D | +6.3% | -3.1% | +9.4% | +7.1% |
| 30D | -23.9% | -0.1% | -23.8% | -24.0% |
| 3M | -31.4% | +23.2% | -54.6% | -35.1% |
| 6M | -42.7% | +15.5% | -58.2% | -45.1% |
| YTD | -62.0% | +0.9% | -62.9% | -63.2% |
| 1Y | -72.2% | +0.2% | -72.4% | -73.6% |
| All | -72.2% | +0.7% | -72.9% | -73.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling