+1,222.4%
LPLA vs FHN
+125.8%
+1,096.6%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | 0.0% |
| 7D | -1.5% | 0.0% | -1.6% | -1.6% |
| 30D | -6.0% | -2.6% | -3.4% | -4.6% |
| 3M | +21.4% | 0.0% | +21.3% | +21.1% |
| 6M | +12.1% | +9.2% | +2.8% | +6.5% |
| YTD | -1.8% | +4.3% | -6.2% | -4.3% |
| 1Y | +3.2% | +10.8% | -7.6% | -3.3% |
| 3Y | +45.9% | +130.7% | -84.8% | -11.7% |
| 5Y | +144.7% | +87.4% | +57.3% | +46.4% |
| 10Y | +1,222.4% | +126.9% | +1,095.6% | +465.3% |
| All | +1,222.4% | +125.8% | +1,096.6% | +465.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FHN.
Daily Out/Under-Performance
Portfolio return minus FHN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FHN 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 FHN 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