+192.2%
FTI vs LPLA
+1,311.2%
-1,119.0%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.1% |
| 7D | +5.3% | -3.1% | +8.3% | +6.8% |
| 30D | +15.3% | -0.1% | +15.4% | +15.2% |
| 3M | +15.8% | +23.2% | -7.5% | +3.6% |
| 6M | +22.6% | +15.5% | +7.0% | +12.0% |
| YTD | +79.5% | +0.9% | +78.7% | +73.6% |
| 1Y | +102.0% | +0.2% | +101.9% | +93.8% |
| 3Y | +315.8% | +55.2% | +260.6% | +207.4% |
| 5Y | +1,129.5% | +145.4% | +984.1% | +588.2% |
| 10Y | +320.9% | +1,229.7% | -908.7% | +16.0% |
| All | +192.2% | +1,311.2% | -1,119.0% | -33.4% |
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 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