+396.0%
TTD vs LPLA
+1,018.8%
-622.8%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.5% | +3.4% | +12.1% | +13.9% |
| 7D | +19.0% | +2.3% | +16.7% | +17.9% |
| 30D | +23.6% | -7.7% | +31.3% | +27.3% |
| 3M | +8.2% | -15.7% | +23.9% | +15.7% |
| 6M | -35.3% | +0.8% | -36.1% | -36.7% |
| YTD | -60.7% | -14.2% | -46.4% | -59.1% |
| 1Y | -65.3% | -17.9% | -47.4% | -63.2% |
| 3Y | -80.6% | +36.1% | -116.6% | -84.4% |
| 5Y | -84.6% | +90.3% | -175.0% | -90.0% |
| 10Y | +550.5% | +841.0% | -290.4% | +143.9% |
| All | +396.0% | +1,018.8% | -622.8% | +82.1% |
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