+226.6%
HDB vs LPLA
+1,084.6%
-858.0%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.2% | +2.4% | +0.7% |
| 7D | +6.9% | -3.2% | +10.1% | +7.7% |
| 30D | +15.2% | -8.6% | +23.9% | +17.2% |
| 3M | +11.7% | -18.7% | +30.4% | +16.7% |
| 6M | +7.5% | +4.5% | +3.0% | +5.3% |
| YTD | -28.8% | -15.3% | -13.5% | -27.1% |
| 1Y | -29.1% | -19.9% | -9.2% | -26.5% |
| 3Y | -7.0% | +33.4% | -40.4% | -18.4% |
| 5Y | -22.1% | +87.4% | -109.5% | -39.6% |
| 10Y | +64.9% | +800.4% | -735.5% | -19.9% |
| All | +226.6% | +1,084.6% | -858.0% | +27.9% |
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