+92.6%
LPLA vs FHN
+60.9%
+31.7%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.1% | +0.9% | +0.9% |
| 7D | +3.6% | +0.9% | +2.7% | +3.3% |
| 30D | -6.8% | +2.1% | -8.8% | -7.4% |
| 3M | -17.0% | -6.0% | -11.1% | -14.9% |
| 6M | +1.8% | -2.9% | +4.8% | +3.0% |
| YTD | -13.4% | +0.7% | -14.1% | -13.4% |
| 1Y | -17.5% | +11.0% | -28.5% | -20.4% |
| 3Y | +36.5% | +130.3% | -93.8% | +4.4% |
| 5Y | +92.6% | +61.3% | +31.4% | +57.9% |
| All | +92.6% | +60.9% | +31.7% | +57.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling