+144.9%
LPLA vs FHN
+88.9%
+56.0%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.1% | -1.5% | -2.1% |
| 7D | -2.1% | +2.7% | -4.7% | -3.1% |
| 30D | -3.3% | -3.1% | -0.2% | -2.2% |
| 3M | +23.5% | +2.3% | +21.2% | +22.3% |
| 6M | +12.0% | +9.7% | +2.3% | +8.0% |
| YTD | -1.7% | +4.7% | -6.4% | -3.3% |
| 1Y | +3.2% | +13.8% | -10.5% | -2.0% |
| 3Y | +46.2% | +131.6% | -85.4% | +9.7% |
| 5Y | +144.9% | +91.1% | +53.8% | +75.9% |
| All | +144.9% | +88.9% | +56.0% | +75.9% |
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