-25.7%
TTD vs LPLA
-0.6%
-25.2%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -2.2% | +5.9% | +4.2% |
| 7D | +20.8% | -3.2% | +24.0% | +21.5% |
| 30D | +33.8% | -8.6% | +42.5% | +35.8% |
| 3M | +17.8% | -18.7% | +36.5% | +22.0% |
| 6M | -25.7% | +4.5% | -30.3% | -28.4% |
| All | -25.7% | -0.6% | -25.2% | -28.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling