-28.5%
HDB vs LPLA
+50.5%
-78.9%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.5% | -0.5% | -2.8% |
| 7D | -2.0% | -2.1% | 0.0% | -1.9% |
| 30D | -4.9% | -3.3% | -1.5% | -4.6% |
| 3M | -2.3% | +23.5% | -25.8% | -4.2% |
| 6M | -23.7% | +12.0% | -35.7% | -24.7% |
| YTD | -38.5% | -1.7% | -36.8% | -38.8% |
| 1Y | -36.5% | +3.2% | -39.7% | -37.1% |
| 3Y | -28.5% | +46.2% | -74.7% | -29.7% |
| All | -28.5% | +50.5% | -78.9% | -29.7% |
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