-82.4%
FRMI vs LPLA
+7.0%
-89.4%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.5% | -2.5% | +14.1% | +11.7% |
| 7D | +23.3% | -2.1% | +25.4% | +23.5% |
| 30D | -7.6% | -3.3% | -4.3% | -7.3% |
| 3M | +0.2% | +23.5% | -23.4% | -4.5% |
| 6M | -28.7% | +12.0% | -40.7% | -30.4% |
| YTD | -28.6% | -1.7% | -27.0% | -26.6% |
| All | -82.4% | +7.0% | -89.4% | -80.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling