+873.0%
TTMI vs LPLA
+44.8%
+828.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.2% | -3.8% | -3.9% |
| 7D | +7.5% | -1.5% | +9.0% | +8.1% |
| 30D | -4.5% | -6.0% | +1.5% | -2.1% |
| 3M | -28.5% | +21.4% | -49.9% | -35.3% |
| 6M | +28.4% | +12.1% | +16.3% | +19.6% |
| YTD | +80.1% | -1.8% | +81.9% | +78.9% |
| 1Y | +161.0% | +3.2% | +157.8% | +154.3% |
| All | +873.0% | +44.8% | +828.2% | +783.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling