-46.6%
FRSH vs LPLA
+43.8%
-90.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.2% | -0.3% |
| 7D | -11.2% | -3.7% | -7.5% | -10.1% |
| 30D | -0.8% | -6.4% | +5.5% | +1.1% |
| 3M | +26.4% | +20.2% | +6.2% | +19.6% |
| 6M | +48.4% | +12.8% | +35.5% | +42.1% |
| YTD | -3.1% | -2.5% | -0.6% | -3.1% |
| 1Y | -8.7% | +1.9% | -10.6% | -10.2% |
| All | -46.6% | +43.8% | -90.4% | -48.5% |
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