+1,350.8%
LPLA vs FHN
+275.8%
+1,074.9%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.3% |
| 7D | -3.1% | +1.2% | -4.2% | -3.7% |
| 30D | -0.1% | -4.7% | +4.6% | +2.4% |
| 3M | +23.2% | +3.5% | +19.7% | +20.8% |
| 6M | +15.5% | +7.8% | +7.7% | +10.7% |
| YTD | +0.9% | +5.9% | -5.0% | -2.2% |
| 1Y | +0.2% | +12.5% | -12.3% | -6.6% |
| 3Y | +55.2% | +117.2% | -62.0% | -0.8% |
| 5Y | +145.4% | +86.5% | +58.9% | +52.8% |
| 10Y | +1,229.7% | +125.7% | +1,103.9% | +580.3% |
| All | +1,350.8% | +275.8% | +1,074.9% | +474.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling