-4.5%
HAL vs LPLA
+50.5%
-55.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.5% | +1.8% | 0.0% |
| 7D | +0.5% | -2.1% | +2.5% | +1.0% |
| 30D | +15.9% | -3.3% | +19.3% | +16.9% |
| 3M | -8.7% | +23.5% | -32.3% | -14.5% |
| 6M | +9.0% | +12.0% | -3.0% | +4.6% |
| YTD | +32.0% | -1.7% | +33.7% | +31.4% |
| 1Y | +72.5% | +3.2% | +69.2% | +68.1% |
| 3Y | -4.5% | +46.2% | -50.8% | -16.1% |
| All | -4.5% | +50.5% | -55.0% | -16.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LPLA.
Daily Out/Under-Performance
Portfolio return minus LPLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LPLA 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 3y: compounded portfolio wealth divided by compounded LPLA 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…
3y analysis · Full analysis span regression · 6 months rolling