+69.8%
FBTC vs LPLA
+54.4%
+15.4%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.3% | -2.2% | -2.4% |
| 7D | +2.9% | -3.1% | +6.0% | +3.9% |
| 30D | +23.0% | -0.1% | +23.1% | +22.9% |
| 3M | +25.6% | +23.2% | +2.4% | +16.9% |
| 6M | +9.0% | +15.5% | -6.5% | +2.9% |
| YTD | -8.9% | +0.9% | -9.8% | -9.6% |
| 1Y | -27.5% | +0.2% | -27.7% | -28.1% |
| All | +69.8% | +54.4% | +15.4% | +50.2% |
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