+7.1%
FERG vs LPLA
-21.6%
+28.6%
-19.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.6% | +0.6% |
| 7D | +9.7% | -0.9% | +10.7% | +10.0% |
| 30D | +15.0% | -9.5% | +24.5% | +16.2% |
| 3M | +3.8% | -21.9% | +25.6% | +6.9% |
| 6M | +10.6% | -2.6% | +13.2% | +11.1% |
| YTD | +17.0% | -17.8% | +34.8% | +19.6% |
| 1Y | +7.1% | -21.2% | +28.3% | +10.1% |
| All | +7.1% | -21.6% | +28.6% | +10.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling