+5,187.4%
URI vs LPLA
+1,311.2%
+3,876.1%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.8% |
| 7D | -2.0% | -3.1% | +1.1% | -0.2% |
| 30D | -12.9% | -0.1% | -12.9% | -13.0% |
| 3M | -6.7% | +23.2% | -30.0% | -18.1% |
| 6M | +19.0% | +15.5% | +3.5% | +7.0% |
| YTD | +25.5% | +0.9% | +24.6% | +20.8% |
| 1Y | +5.5% | +0.2% | +5.4% | +0.7% |
| 3Y | +111.3% | +55.2% | +56.1% | +48.2% |
| 5Y | +198.6% | +145.4% | +53.1% | +49.7% |
| 10Y | +1,179.9% | +1,229.7% | -49.7% | +145.1% |
| All | +5,187.4% | +1,311.2% | +3,876.1% | +738.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling