+1,218.8%
URI vs LPLA
+892.4%
+326.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +3.4% | +3.5% | +4.9% |
| 7D | -4.0% | +2.3% | -6.3% | -5.3% |
| 30D | +6.8% | -7.7% | +14.5% | +10.3% |
| 3M | -2.8% | -15.7% | +12.9% | +5.2% |
| 6M | +20.9% | +0.8% | +20.0% | +15.8% |
| YTD | +40.2% | -14.2% | +54.5% | +45.3% |
| 1Y | +34.1% | -17.9% | +52.0% | +42.6% |
| 3Y | +164.1% | +36.1% | +128.1% | +89.2% |
| 5Y | +199.3% | +90.3% | +109.0% | +58.2% |
| 10Y | +1,218.8% | +841.0% | +377.9% | +170.8% |
| All | +1,218.8% | +892.4% | +326.4% | +170.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling