-37.8%
HDB vs LPLA
+145.5%
-183.3%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.6% | -1.7% |
| 7D | -4.9% | -1.5% | -3.3% | -4.6% |
| 30D | -5.8% | -6.0% | +0.1% | -4.8% |
| 3M | -5.2% | +21.4% | -26.6% | -8.7% |
| 6M | -25.7% | +12.1% | -37.8% | -27.5% |
| YTD | -39.6% | -1.8% | -37.7% | -39.9% |
| 1Y | -36.9% | +3.2% | -40.1% | -38.0% |
| 3Y | -29.7% | +45.9% | -75.7% | -37.8% |
| 5Y | -37.8% | +144.7% | -182.4% | -57.8% |
| All | -37.8% | +145.5% | -183.3% | -57.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling