+45.9%
HLT vs LPLA
-16.5%
+62.4%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +4.6% | -1.2% | +3.2% |
| 7D | +7.7% | +15.7% | -8.0% | +7.0% |
| 30D | +19.1% | -6.2% | +25.3% | +19.1% |
| 3M | +20.7% | -12.0% | +32.7% | +21.1% |
| 6M | +21.0% | -2.7% | +23.8% | +21.2% |
| YTD | +31.3% | -12.5% | +43.8% | +30.2% |
| 1Y | +45.9% | -16.5% | +62.4% | +45.3% |
| All | +45.9% | -16.5% | +62.4% | +45.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling