-74.9%
FRSH vs LPLA
+149.3%
-224.2%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.2% | -1.3% |
| 7D | -9.6% | -1.5% | -8.0% | -9.0% |
| 30D | -0.4% | -6.0% | +5.6% | +1.9% |
| 3M | +27.2% | +21.4% | +5.8% | +17.6% |
| 6M | +42.2% | +12.1% | +30.1% | +34.5% |
| YTD | -2.6% | -1.8% | -0.8% | -3.1% |
| 1Y | -10.2% | +3.2% | -13.4% | -13.0% |
| 3Y | -45.5% | +45.9% | -91.5% | -55.6% |
| All | -74.9% | +149.3% | -224.2% | -85.5% |
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 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