-83.0%
FRMI vs LPLA
+6.8%
-89.8%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.2% | -3.0% | -3.1% |
| 7D | +15.9% | -1.5% | +17.5% | +16.0% |
| 30D | -6.0% | -6.0% | 0.0% | -5.3% |
| 3M | -1.6% | +21.4% | -23.0% | -5.7% |
| 6M | -30.7% | +12.1% | -42.8% | -32.5% |
| YTD | -30.9% | -1.8% | -29.0% | -28.9% |
| All | -83.0% | +6.8% | -89.8% | -80.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling