-62.1%
W vs LPLA
+143.6%
-205.8%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.5% | +3.1% | +1.6% |
| 7D | +6.5% | -2.1% | +8.6% | +7.4% |
| 30D | -6.2% | -3.3% | -2.9% | -5.0% |
| 3M | +48.9% | +23.5% | +25.3% | +33.9% |
| 6M | +31.2% | +12.0% | +19.2% | +22.2% |
| YTD | -0.4% | -1.7% | +1.2% | -1.6% |
| 1Y | +14.8% | +3.2% | +11.6% | +10.1% |
| 3Y | +40.5% | +46.2% | -5.7% | +11.4% |
| 5Y | -62.1% | +144.9% | -207.0% | -79.5% |
| All | -62.1% | +143.6% | -205.8% | -79.5% |
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