+1,085.4%
WWD vs LPLA
+1,049.0%
+36.4%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.0% | +1.0% | -0.7% |
| 7D | +8.2% | -2.8% | +10.9% | +9.4% |
| 30D | -0.2% | -10.2% | +10.0% | +3.6% |
| 3M | -8.4% | -22.3% | +13.9% | +0.7% |
| 6M | -9.5% | -0.5% | -9.0% | -11.1% |
| YTD | +10.1% | -17.9% | +27.9% | +16.0% |
| 1Y | +21.6% | -22.0% | +43.6% | +31.0% |
| 3Y | +149.6% | +29.4% | +120.2% | +104.9% |
| 5Y | +191.3% | +81.2% | +110.1% | +90.1% |
| 10Y | +455.2% | +773.4% | -318.2% | +73.8% |
| All | +1,085.4% | +1,049.0% | +36.4% | +156.9% |
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