+192.2%
WWD vs LPLA
+145.5%
+46.7%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.4% |
| 7D | +0.6% | -1.5% | +2.2% | +1.0% |
| 30D | -5.1% | -6.0% | +0.9% | -3.6% |
| 3M | -11.2% | +21.4% | -32.6% | -15.9% |
| 6M | -12.0% | +12.1% | -24.1% | -15.1% |
| YTD | +12.0% | -1.8% | +13.8% | +11.6% |
| 1Y | +42.8% | +3.2% | +39.6% | +39.8% |
| 3Y | +168.9% | +45.9% | +123.0% | +140.3% |
| 5Y | +192.2% | +144.7% | +47.6% | +112.4% |
| All | +192.2% | +145.5% | +46.7% | +112.4% |
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