+266.3%
WPM vs LPLA
+145.5%
+120.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.2% | +1.2% | +1.1% |
| 7D | +3.9% | -1.5% | +5.4% | +3.9% |
| 30D | +17.7% | -6.0% | +23.6% | +17.8% |
| 3M | +39.4% | +21.4% | +18.1% | +38.9% |
| 6M | +6.4% | +12.1% | -5.7% | +6.1% |
| YTD | +34.0% | -1.8% | +35.8% | +33.9% |
| 1Y | +50.5% | +3.2% | +47.3% | +50.6% |
| 3Y | +280.3% | +45.9% | +234.4% | +282.2% |
| 5Y | +266.3% | +144.7% | +121.7% | +276.5% |
| All | +266.3% | +145.5% | +120.8% | +276.5% |
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