-72.0%
TTD vs LPLA
-16.5%
-55.5%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +4.6% | -1.8% | +1.7% |
| 7D | +3.7% | +15.7% | -12.0% | +0.1% |
| 30D | +10.4% | -6.2% | +16.6% | +11.8% |
| 3M | -31.6% | -12.0% | -19.6% | -29.8% |
| 6M | -45.1% | -2.7% | -42.4% | -45.5% |
| YTD | -65.1% | -12.5% | -52.6% | -65.8% |
| 1Y | -72.0% | -16.5% | -55.5% | -72.2% |
| All | -72.0% | -16.5% | -55.5% | -72.2% |
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 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