-13.2%
UNH vs LPLA
+44.8%
-58.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.2% | -1.8% | -1.9% |
| 7D | -1.7% | -1.5% | -0.1% | -1.6% |
| 30D | -3.8% | -6.0% | +2.1% | -3.7% |
| 3M | -4.3% | +21.4% | -25.7% | -4.6% |
| 6M | +38.6% | +12.1% | +26.5% | +38.2% |
| YTD | +20.7% | -1.8% | +22.5% | +20.5% |
| 1Y | +16.0% | +3.2% | +12.8% | +15.8% |
| All | -13.2% | +44.8% | -58.0% | -13.9% |
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