+826.4%
FN vs LPLA
+892.4%
-66.0%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +3.4% | +8.5% | +10.6% |
| 7D | +16.3% | +2.3% | +14.0% | +15.4% |
| 30D | -24.7% | -7.7% | -17.1% | -23.3% |
| 3M | -34.9% | -15.7% | -19.2% | -31.6% |
| 6M | -41.1% | +0.8% | -41.9% | -42.7% |
| YTD | -19.6% | -14.2% | -5.4% | -17.6% |
| 1Y | -18.5% | -17.9% | -0.6% | -14.7% |
| 3Y | +119.1% | +36.1% | +83.0% | +86.4% |
| 5Y | +206.9% | +90.3% | +116.6% | +117.6% |
| 10Y | +826.4% | +841.0% | -14.5% | +299.2% |
| All | +826.4% | +892.4% | -66.0% | +299.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling