+140.2%
FITB vs LPLA
+36.3%
+103.9%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.0% | -1.3% | -0.6% |
| 7D | +0.5% | +3.6% | -3.2% | -0.5% |
| 30D | +7.0% | -6.8% | +13.8% | +8.5% |
| 3M | -4.4% | -17.0% | +12.7% | -0.1% |
| 6M | +11.6% | +1.8% | +9.7% | +10.0% |
| YTD | +18.6% | -13.4% | +32.0% | +21.3% |
| 1Y | +29.8% | -17.5% | +47.3% | +34.4% |
| All | +140.2% | +36.3% | +103.9% | +136.3% |
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 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