+228.0%
WAB vs LPLA
+143.6%
+84.4%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.5% | +3.1% | +1.3% |
| 7D | +1.7% | -2.1% | +3.7% | +2.2% |
| 30D | -2.4% | -3.3% | +0.9% | -1.6% |
| 3M | +9.7% | +23.5% | -13.9% | +2.9% |
| 6M | +16.5% | +12.0% | +4.5% | +11.8% |
| YTD | +33.7% | -1.7% | +35.4% | +32.6% |
| 1Y | +49.7% | +3.2% | +46.5% | +45.5% |
| 3Y | +170.9% | +46.2% | +124.7% | +130.3% |
| 5Y | +228.0% | +144.9% | +83.1% | +110.4% |
| All | +228.0% | +143.6% | +84.4% | +110.4% |
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