-84.3%
FRMI vs LPLA
+9.8%
-94.0%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.3% | +5.7% | +5.4% |
| 7D | +2.4% | -3.1% | +5.5% | +2.8% |
| 30D | -17.3% | -0.1% | -17.2% | -17.2% |
| 3M | -17.2% | +23.2% | -40.4% | -20.4% |
| 6M | -43.4% | +15.5% | -58.9% | -45.0% |
| YTD | -36.0% | +0.9% | -36.9% | -34.3% |
| All | -84.3% | +9.8% | -94.0% | -82.3% |
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