+41.5%
FIS vs LPLA
+1,060.6%
-1,019.1%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.8% | -0.5% | -1.7% |
| 7D | -25.5% | +4.1% | -29.6% | -26.7% |
| 30D | -15.1% | -9.0% | -6.0% | -13.6% |
| 3M | -32.1% | -17.6% | -14.5% | -29.1% |
| 6M | -36.1% | -8.8% | -27.2% | -35.4% |
| YTD | -55.4% | -17.0% | -38.4% | -54.0% |
| 1Y | -53.9% | -20.4% | -33.5% | -51.9% |
| 3Y | -39.8% | +35.4% | -75.2% | -48.5% |
| 5Y | -71.1% | +79.7% | -150.8% | -78.0% |
| 10Y | -53.8% | +915.0% | -968.8% | -79.3% |
| All | +41.5% | +1,060.6% | -1,019.1% | -45.9% |
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