-15.6%
LPLA vs FIGR
-28.7%
+13.1%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +6.1% | -9.1% | -3.5% |
| 7D | -2.8% | +22.8% | -25.6% | -4.3% |
| 30D | -10.2% | -5.8% | -4.4% | -10.0% |
| 3M | -22.3% | -16.3% | -5.9% | -21.9% |
| 6M | -0.5% | -35.0% | +34.5% | +1.5% |
| YTD | -17.9% | -37.1% | +19.3% | -17.8% |
| 1Y | -22.0% | -31.2% | +9.2% | -21.9% |
| All | -15.6% | -28.7% | +13.1% | -13.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FIGR.
Daily Out/Under-Performance
Portfolio return minus FIGR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIGR 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 FIGR 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