+25.9%
URI vs LPLA
-20.6%
+46.5%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.8% | +2.9% | +1.4% |
| 7D | -9.8% | +4.1% | -13.9% | -10.3% |
| 30D | +1.7% | -9.0% | +10.8% | +3.0% |
| 3M | -9.1% | -17.6% | +8.6% | -6.7% |
| 6M | +9.9% | -8.8% | +18.7% | +11.0% |
| YTD | +31.2% | -17.0% | +48.2% | +33.9% |
| 1Y | +25.9% | -20.4% | +46.4% | +32.1% |
| All | +25.9% | -20.6% | +46.5% | +32.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling