+11.0%
HAL vs LPLA
+1,060.6%
-1,049.6%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.8% | +1.5% | +0.6% |
| 7D | -12.0% | +4.1% | -16.1% | -14.1% |
| 30D | +0.3% | -9.0% | +9.3% | +3.7% |
| 3M | -1.6% | -17.6% | +16.0% | +6.5% |
| 6M | -20.5% | -8.8% | -11.7% | -19.2% |
| YTD | +14.2% | -17.0% | +31.3% | +19.6% |
| 1Y | +18.9% | -20.4% | +39.3% | +27.1% |
| 3Y | -13.7% | +35.4% | -49.2% | -34.4% |
| 5Y | +42.2% | +79.7% | -37.6% | -12.4% |
| 10Y | -16.7% | +915.0% | -931.7% | -76.1% |
| All | +11.0% | +1,060.6% | -1,049.6% | -75.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling