+248.6%
HD vs LPLA
+758.1%
-509.5%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | +0.1% | +0.1% |
| 7D | +1.5% | -0.9% | +2.5% | +1.7% |
| 30D | +18.0% | -9.5% | +27.5% | +20.3% |
| 3M | +2.8% | -21.9% | +24.7% | +8.2% |
| 6M | +17.0% | -2.6% | +19.6% | +16.5% |
| YTD | +3.5% | -17.8% | +21.3% | +6.5% |
| 1Y | -2.6% | -21.2% | +18.6% | +1.1% |
| 3Y | +30.7% | +30.6% | +0.1% | +14.5% |
| 5Y | +6.2% | +81.3% | -75.1% | -20.0% |
| All | +248.6% | +758.1% | -509.5% | +58.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling