-59.8%
FISV vs LPLA
+43.8%
-103.6%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.2% | +0.7% |
| 7D | -7.2% | -3.7% | -3.5% | -6.4% |
| 30D | -7.2% | -6.4% | -0.8% | -5.8% |
| 3M | -8.2% | +20.2% | -28.3% | -12.0% |
| 6M | -17.7% | +12.8% | -30.5% | -20.3% |
| YTD | -27.2% | -2.5% | -24.7% | -27.7% |
| 1Y | -63.0% | +1.9% | -64.9% | -63.7% |
| All | -59.8% | +43.8% | -103.6% | -62.7% |
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