+1.7%
HUT vs LPLA
-16.5%
+18.2%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.2% | +4.6% | -27.9% | -24.3% |
| 7D | -29.5% | +15.7% | -45.3% | -33.1% |
| 30D | -45.2% | -6.2% | -39.0% | -43.8% |
| 3M | -51.6% | -12.0% | -39.6% | -49.2% |
| 6M | -37.3% | -2.7% | -34.6% | -37.0% |
| YTD | +6.5% | -12.5% | +19.1% | +14.6% |
| 1Y | +1.7% | -16.5% | +18.2% | +25.3% |
| All | +1.7% | -16.5% | +18.2% | +25.3% |
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