+69.3%
FERG vs LPLA
+145.5%
-76.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.2% | -1.3% |
| 7D | +0.9% | -1.5% | +2.4% | +1.3% |
| 30D | -15.1% | -6.0% | -9.1% | -13.8% |
| 3M | -4.8% | +21.4% | -26.2% | -9.6% |
| 6M | -2.5% | +12.1% | -14.5% | -5.8% |
| YTD | +1.8% | -1.8% | +3.7% | +1.3% |
| 1Y | -0.3% | +3.2% | -3.5% | -2.5% |
| 3Y | +52.9% | +45.9% | +7.0% | +31.7% |
| 5Y | +69.3% | +144.7% | -75.4% | +16.3% |
| All | +69.3% | +145.5% | -76.2% | +16.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling