+25.9%
HD vs LPLA
+36.1%
-10.1%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.8% | -0.1% | -1.7% |
| 7D | +4.3% | +4.1% | +0.2% | +4.1% |
| 30D | +20.2% | -9.0% | +29.2% | +20.7% |
| 3M | -1.0% | -17.6% | +16.6% | -0.1% |
| 6M | +7.9% | -8.8% | +16.7% | +8.4% |
| YTD | +2.0% | -17.0% | +19.0% | +2.7% |
| 1Y | -4.3% | -20.4% | +16.1% | -3.4% |
| 3Y | +25.9% | +35.4% | -9.5% | +29.8% |
| All | +25.9% | +36.1% | -10.1% | +29.8% |
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