+10.7%
TTMI vs LPLA
-16.5%
+27.2%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.1% | +4.6% | -14.7% | -10.5% |
| 7D | -19.2% | +15.7% | -34.9% | -20.9% |
| 30D | -44.9% | -6.2% | -38.7% | -43.9% |
| 3M | -44.7% | -12.0% | -32.7% | -42.9% |
| 6M | -53.4% | -2.7% | -50.7% | -52.9% |
| YTD | +6.3% | -12.5% | +18.9% | +11.2% |
| 1Y | +10.7% | -16.5% | +27.2% | +28.0% |
| All | +10.7% | -16.5% | +27.2% | +28.0% |
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