+471.6%
TTMI vs LPLA
+1,049.8%
-578.2%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.1% | -2.9% | -2.9% |
| 7D | +11.4% | -0.9% | +12.3% | +11.8% |
| 30D | -28.3% | -9.5% | -18.8% | -26.5% |
| 3M | -46.7% | -21.9% | -24.8% | -42.4% |
| 6M | -56.1% | -2.6% | -53.5% | -56.9% |
| YTD | +7.4% | -17.8% | +25.2% | +11.6% |
| 1Y | +17.4% | -21.2% | +38.6% | +24.6% |
| 3Y | +429.1% | +30.6% | +398.5% | +357.7% |
| 5Y | +418.8% | +81.3% | +337.4% | +280.5% |
| 10Y | +411.2% | +773.9% | -362.7% | +94.7% |
| All | +471.6% | +1,049.8% | -578.2% | +59.5% |
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