-20.9%
FN vs LPLA
-23.2%
+2.3%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.1% | -1.0% | -3.6% |
| 7D | +20.8% | -2.9% | +23.6% | +21.2% |
| 30D | -17.3% | -10.2% | -7.0% | -15.6% |
| 3M | -38.1% | -22.3% | -15.8% | -34.3% |
| 6M | -44.2% | -0.6% | -43.7% | -45.9% |
| YTD | -22.3% | -17.9% | -4.3% | -20.8% |
| 1Y | -20.9% | -22.1% | +1.2% | -10.9% |
| All | -20.9% | -23.2% | +2.3% | -10.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling