-74.9%
HTZ vs LPLA
+43.4%
-118.4%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +4.6% | +4.5% | +8.0% |
| 7D | +18.9% | +15.7% | +3.2% | +14.9% |
| 30D | +26.3% | -6.2% | +32.4% | +27.8% |
| 3M | +49.7% | -12.0% | +61.7% | +53.7% |
| 6M | -61.1% | -2.7% | -58.4% | -60.9% |
| YTD | -56.0% | -12.5% | -43.5% | -55.1% |
| 1Y | -66.4% | -16.5% | -49.9% | -65.5% |
| All | -74.9% | +43.4% | -118.4% | -74.3% |
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 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