-83.1%
FRMI vs LPLA
+8.1%
-91.2%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.9% | +0.2% | +1.9% |
| 7D | +7.4% | -1.5% | +9.0% | +7.5% |
| 30D | -27.6% | -6.0% | -21.6% | -27.1% |
| 3M | -20.9% | +24.0% | -44.9% | -24.5% |
| 6M | -36.6% | +17.0% | -53.6% | -39.4% |
| YTD | -31.3% | -0.7% | -30.6% | -29.4% |
| All | -83.1% | +8.1% | -91.2% | -81.0% |
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 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