-68.0%
U vs LPLA
+143.6%
-211.6%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.5% | +5.2% | +3.8% |
| 7D | +4.5% | -2.1% | +6.5% | +5.4% |
| 30D | -0.6% | -3.3% | +2.8% | +0.8% |
| 3M | +48.4% | +23.5% | +24.9% | +33.8% |
| 6M | +115.4% | +12.0% | +103.4% | +101.4% |
| YTD | -3.2% | -1.7% | -1.5% | -3.5% |
| 1Y | -6.0% | +3.2% | -9.3% | -8.8% |
| 3Y | +13.5% | +46.2% | -32.7% | -8.9% |
| 5Y | -68.0% | +144.9% | -212.9% | -84.8% |
| All | -68.0% | +143.6% | -211.6% | -84.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling