+1,157.0%
FTI vs LPLA
+145.5%
+1,011.5%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.3% | -0.4% |
| 7D | -2.3% | -1.5% | -0.8% | -1.7% |
| 30D | +5.0% | -6.0% | +11.0% | +7.6% |
| 3M | +13.8% | +21.4% | -7.5% | +4.3% |
| 6M | +22.9% | +12.1% | +10.8% | +15.5% |
| YTD | +75.0% | -1.8% | +76.8% | +72.6% |
| 1Y | +96.9% | +3.2% | +93.7% | +87.9% |
| 3Y | +276.7% | +45.9% | +230.8% | +197.0% |
| 5Y | +1,157.0% | +144.7% | +1,012.4% | +602.4% |
| All | +1,157.0% | +145.5% | +1,011.5% | +602.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling