+204.5%
URI vs LPLA
+80.3%
+124.2%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.1% | -1.3% | -1.3% |
| 7D | +6.7% | -0.9% | +7.7% | +7.1% |
| 30D | +8.9% | -9.5% | +18.4% | +12.2% |
| 3M | +0.5% | -21.9% | +22.4% | +9.8% |
| 6M | +20.7% | -2.6% | +23.3% | +19.0% |
| YTD | +40.0% | -17.8% | +57.8% | +46.9% |
| 1Y | +34.4% | -21.2% | +55.6% | +43.7% |
| 3Y | +149.5% | +30.6% | +118.8% | +100.3% |
| All | +204.5% | +80.3% | +124.2% | +95.4% |
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