+48.5%
FND vs LPLA
+867.7%
-819.2%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.6% |
| 7D | -0.8% | -1.5% | +0.8% | -0.2% |
| 30D | -19.6% | -6.0% | -13.6% | -17.7% |
| 3M | -4.3% | +21.4% | -25.7% | -11.7% |
| 6M | -20.4% | +12.1% | -32.5% | -24.9% |
| YTD | -21.9% | -1.8% | -20.0% | -22.8% |
| 1Y | -45.2% | +3.2% | -48.4% | -47.3% |
| 3Y | -49.2% | +45.9% | -95.2% | -60.0% |
| 5Y | -61.8% | +144.7% | -206.5% | -77.9% |
| All | +48.5% | +867.7% | -819.2% | -54.5% |
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