+510.3%
WAT vs LPLA
+1,099.8%
-589.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +3.4% | +0.8% | +3.4% |
| 7D | +6.0% | +2.3% | +3.7% | +5.5% |
| 30D | +9.9% | -7.7% | +17.6% | +11.4% |
| 3M | +17.2% | -15.7% | +32.9% | +21.0% |
| 6M | +34.2% | +0.8% | +33.4% | +32.4% |
| YTD | +25.5% | -14.2% | +39.7% | +27.9% |
| 1Y | +28.3% | -17.9% | +46.2% | +32.0% |
| 3Y | +88.4% | +36.1% | +52.3% | +66.4% |
| 5Y | +36.1% | +90.3% | -54.2% | +6.5% |
| 10Y | +234.8% | +841.0% | -606.2% | +62.1% |
| All | +510.3% | +1,099.8% | -589.5% | +140.9% |
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