+869.1%
TTMI vs LPLA
+1,311.2%
-442.1%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -0.3% | +9.2% | +9.0% |
| 7D | +5.9% | -3.1% | +8.9% | +7.1% |
| 30D | -4.3% | -0.1% | -4.2% | -4.4% |
| 3M | -32.0% | +23.2% | -55.3% | -38.0% |
| 6M | +19.5% | +15.5% | +3.9% | +11.0% |
| YTD | +82.0% | +0.9% | +81.1% | +77.8% |
| 1Y | +172.6% | +0.2% | +172.5% | +167.1% |
| 3Y | +744.7% | +55.2% | +689.4% | +593.1% |
| 5Y | +805.6% | +145.4% | +660.1% | +498.7% |
| 10Y | +1,057.6% | +1,229.7% | -172.0% | +283.4% |
| All | +869.1% | +1,311.2% | -442.1% | +154.0% |
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 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