-86.4%
HTZ vs LPLA
+145.4%
-231.8%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.4% |
| 7D | +7.5% | -3.1% | +10.5% | +8.7% |
| 30D | +47.4% | -0.1% | +47.5% | +47.5% |
| 3M | -54.9% | +23.2% | -78.1% | -58.1% |
| 6M | -47.0% | +15.5% | -62.5% | -49.8% |
| YTD | -55.3% | +0.9% | -56.1% | -55.6% |
| 1Y | -57.6% | +0.2% | -57.8% | -58.0% |
| 3Y | -86.6% | +55.2% | -141.8% | -89.5% |
| All | -86.4% | +145.4% | -231.8% | -92.7% |
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