+58.7%
FBTC vs LPLA
+29.6%
+29.1%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.2% | +3.5% | +1.9% |
| 7D | -6.8% | -3.2% | -3.6% | -6.0% |
| 30D | -9.9% | -8.6% | -1.2% | -8.0% |
| 3M | +17.5% | -18.7% | +36.1% | +24.0% |
| 6M | -9.1% | +4.5% | -13.6% | -11.9% |
| YTD | -14.9% | -15.3% | +0.4% | -11.6% |
| 1Y | -27.6% | -19.9% | -7.7% | -23.5% |
| All | +58.7% | +29.6% | +29.1% | +46.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling