+195.3%
WWD vs LPLA
+88.0%
+107.3%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.2% | +3.6% | +1.9% |
| 7D | +3.7% | -3.2% | +6.9% | +4.6% |
| 30D | +1.8% | -8.6% | +10.4% | +3.7% |
| 3M | -5.0% | -18.7% | +13.7% | -0.4% |
| 6M | -8.4% | +4.5% | -12.9% | -10.4% |
| YTD | +12.3% | -15.3% | +27.6% | +15.5% |
| 1Y | +26.2% | -19.9% | +46.1% | +31.8% |
| 3Y | +154.6% | +33.4% | +121.2% | +130.9% |
| 5Y | +195.3% | +87.4% | +107.9% | +121.0% |
| All | +195.3% | +88.0% | +107.3% | +121.0% |
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