+295.8%
FTI vs LPLA
+1,251.7%
-955.9%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.9% | -0.9% | 0.0% |
| 7D | -4.4% | -1.5% | -2.8% | -3.5% |
| 30D | +1.5% | -6.0% | +7.5% | +4.9% |
| 3M | +8.2% | +24.0% | -15.8% | -5.0% |
| 6M | +18.8% | +17.0% | +1.8% | +6.4% |
| YTD | +71.7% | -0.7% | +72.3% | +66.5% |
| 1Y | +90.0% | +2.1% | +87.9% | +79.0% |
| 3Y | +270.5% | +48.7% | +221.8% | +164.7% |
| 5Y | +1,084.5% | +151.2% | +933.3% | +464.8% |
| All | +295.8% | +1,251.7% | -955.9% | +2.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling