-63.0%
FND vs LPLA
+81.6%
-144.6%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -3.1% | -1.3% | -3.6% |
| 7D | -5.1% | -2.9% | -2.3% | -4.5% |
| 30D | +9.2% | -10.2% | +19.4% | +11.7% |
| 3M | -17.7% | -22.3% | +4.6% | -13.1% |
| 6M | +2.5% | -0.6% | +3.0% | +1.6% |
| YTD | -19.8% | -17.9% | -1.9% | -17.0% |
| 1Y | -22.7% | -22.1% | -0.6% | -18.9% |
| 3Y | -38.3% | +29.3% | -67.6% | -46.0% |
| 5Y | -63.0% | +81.0% | -144.0% | -75.0% |
| All | -63.0% | +81.6% | -144.6% | -75.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling