+46.2%
FND vs LPLA
+861.2%
-814.9%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.7% | -0.8% | -1.2% |
| 7D | -5.1% | -3.7% | -1.4% | -3.7% |
| 30D | -22.5% | -6.4% | -16.2% | -20.6% |
| 3M | -5.0% | +20.2% | -25.2% | -11.9% |
| 6M | -21.5% | +12.8% | -34.4% | -26.1% |
| YTD | -23.0% | -2.5% | -20.5% | -23.8% |
| 1Y | -44.9% | +1.9% | -46.8% | -46.8% |
| 3Y | -50.0% | +45.0% | -95.0% | -60.5% |
| 5Y | -63.3% | +146.6% | -209.9% | -78.9% |
| All | +46.2% | +861.2% | -814.9% | -55.1% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling