+711.3%
WPM vs LPLA
+758.1%
-46.8%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.3% | -0.3% |
| 7D | -3.6% | -0.9% | -2.6% | -3.5% |
| 30D | +1.4% | -9.5% | +10.9% | +1.6% |
| 3M | -0.2% | -21.9% | +21.7% | +0.2% |
| 6M | -7.3% | -2.6% | -4.7% | -7.3% |
| YTD | +12.3% | -17.8% | +30.2% | +12.6% |
| 1Y | +24.9% | -21.2% | +46.1% | +25.2% |
| 3Y | +210.4% | +30.6% | +179.7% | +210.1% |
| 5Y | +210.4% | +81.3% | +129.0% | +208.4% |
| All | +711.3% | +758.1% | -46.8% | +859.1% |
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