+36.1%
LPLA vs FGI
0.0%
+36.1%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.9% | +1.5% | +3.4% |
| 7D | +2.3% | -1.4% | +3.7% | +2.3% |
| 30D | -7.7% | -3.2% | -4.4% | -7.7% |
| 3M | -15.7% | +64.1% | -79.8% | -16.3% |
| 6M | +0.8% | +17.2% | -16.4% | +0.3% |
| YTD | -14.2% | +31.6% | -45.8% | -15.2% |
| 1Y | -17.9% | +45.1% | -63.0% | -19.0% |
| 3Y | +36.1% | -2.0% | +38.0% | +33.0% |
| All | +36.1% | 0.0% | +36.1% | +33.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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