+11.4%
WBD vs LPLA
+1,251.7%
-1,240.3%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.9% | -2.4% | -1.2% |
| 7D | -0.7% | -1.5% | +0.8% | -0.2% |
| 30D | +1.4% | -6.0% | +7.4% | +3.5% |
| 3M | +4.4% | +24.0% | -19.6% | -3.5% |
| 6M | +0.8% | +17.0% | -16.2% | -5.6% |
| YTD | -2.7% | -0.7% | -2.0% | -4.5% |
| 1Y | +73.4% | +2.1% | +71.3% | +67.7% |
| 3Y | +142.1% | +48.7% | +93.5% | +99.5% |
| 5Y | +7.2% | +151.2% | -144.0% | -30.2% |
| All | +11.4% | +1,251.7% | -1,240.3% | -50.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling