+1,672.4%
FN vs LPLA
+1,081.7%
+590.6%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.2% | -3.4% | -10.8% | -13.1% |
| 7D | -16.0% | +7.6% | -23.6% | -18.1% |
| 30D | -40.1% | -9.5% | -30.6% | -38.7% |
| 3M | -43.9% | -16.3% | -27.6% | -41.2% |
| 6M | -55.6% | -8.0% | -47.7% | -55.3% |
| YTD | -35.7% | -15.5% | -20.1% | -33.8% |
| 1Y | -39.8% | -19.4% | -20.5% | -36.9% |
| 3Y | +80.3% | +39.7% | +40.6% | +55.3% |
| 5Y | +143.3% | +83.0% | +60.3% | +84.4% |
| 10Y | +682.3% | +933.4% | -251.1% | +237.5% |
| All | +1,672.4% | +1,081.7% | +590.6% | +555.1% |
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