+1,078.1%
WWD vs LPLA
+1,049.8%
+28.3%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.7% | -0.6% |
| 7D | +4.0% | -0.9% | +4.9% | +4.4% |
| 30D | +0.4% | -9.5% | +9.9% | +3.8% |
| 3M | -7.9% | -21.9% | +13.9% | +1.0% |
| 6M | -10.6% | -2.6% | -8.0% | -11.4% |
| YTD | +9.4% | -17.8% | +27.2% | +15.3% |
| 1Y | +25.7% | -21.2% | +46.9% | +34.8% |
| 3Y | +148.5% | +30.6% | +117.9% | +103.2% |
| 5Y | +189.5% | +81.3% | +108.2% | +88.9% |
| 10Y | +451.8% | +773.9% | -322.2% | +72.7% |
| All | +1,078.1% | +1,049.8% | +28.3% | +155.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling