+527.9%
TTD vs LPLA
+797.0%
-269.1%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -2.2% | +5.9% | +4.7% |
| 7D | +20.8% | -3.2% | +24.0% | +22.7% |
| 30D | +33.8% | -8.6% | +42.5% | +38.5% |
| 3M | +17.8% | -18.7% | +36.5% | +28.4% |
| 6M | -25.7% | +4.5% | -30.3% | -28.8% |
| YTD | -57.9% | -15.3% | -42.6% | -55.9% |
| 1Y | -63.8% | -19.9% | -44.0% | -61.2% |
| 3Y | -75.0% | +33.4% | -108.4% | -79.9% |
| 5Y | -82.5% | +87.4% | -169.9% | -88.7% |
| 10Y | +527.9% | +800.4% | -272.5% | +139.7% |
| All | +527.9% | +797.0% | -269.1% | +139.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling