+1,196.6%
WAB vs LPLA
+1,311.2%
-114.6%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +0.8% |
| 7D | -3.2% | -3.1% | -0.1% | -2.1% |
| 30D | -4.4% | -0.1% | -4.4% | -4.5% |
| 3M | +7.9% | +23.2% | -15.4% | -1.0% |
| 6M | +8.7% | +15.5% | -6.8% | +1.5% |
| YTD | +33.0% | +0.9% | +32.1% | +29.6% |
| 1Y | +46.7% | +0.2% | +46.5% | +42.3% |
| 3Y | +153.0% | +55.2% | +97.8% | +98.5% |
| 5Y | +222.3% | +145.4% | +76.8% | +98.9% |
| 10Y | +291.0% | +1,229.7% | -938.7% | +24.3% |
| All | +1,196.6% | +1,311.2% | -114.6% | +256.0% |
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