+800.4%
LPLA vs FHN
+90.7%
+709.8%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.1% | -2.1% | -2.2% |
| 7D | -3.2% | -0.9% | -2.3% | -2.7% |
| 30D | -8.6% | +2.0% | -10.7% | -9.5% |
| 3M | -18.7% | -6.8% | -11.8% | -15.3% |
| 6M | +4.5% | -0.8% | +5.3% | +4.8% |
| YTD | -15.3% | +0.6% | -15.9% | -15.5% |
| 1Y | -19.9% | +11.5% | -31.4% | -24.5% |
| 3Y | +33.4% | +130.0% | -96.6% | -18.1% |
| 5Y | +87.4% | +60.8% | +26.6% | +24.7% |
| 10Y | +800.4% | +84.0% | +716.5% | +423.1% |
| All | +800.4% | +90.7% | +709.8% | +423.1% |
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