-33.5%
UPS vs LPLA
+145.5%
-179.0%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.2% | -1.1% | -1.2% |
| 7D | -3.7% | -1.5% | -2.1% | -3.4% |
| 30D | -3.7% | -6.0% | +2.2% | -2.8% |
| 3M | -6.6% | +21.4% | -27.9% | -9.7% |
| 6M | +2.6% | +12.1% | -9.5% | +0.1% |
| YTD | +4.8% | -1.8% | +6.6% | +4.4% |
| 1Y | +25.3% | +3.2% | +22.1% | +23.4% |
| 3Y | -26.9% | +45.9% | -72.8% | -33.7% |
| 5Y | -33.5% | +144.7% | -178.2% | -48.5% |
| All | -33.5% | +145.5% | -179.0% | -48.5% |
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 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