-73.2%
HTZ vs LPLA
-19.9%
-53.3%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -3.4% | -17.4% | -19.0% |
| 7D | -7.7% | +7.6% | -15.4% | -10.4% |
| 30D | -13.1% | -9.5% | -3.6% | -8.8% |
| 3M | +14.7% | -16.3% | +31.1% | +25.5% |
| 6M | -70.6% | -8.0% | -62.6% | -69.2% |
| YTD | -65.2% | -15.5% | -49.7% | -62.7% |
| 1Y | -73.2% | -19.4% | -53.8% | -70.2% |
| All | -73.2% | -19.9% | -53.3% | -70.2% |
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