+79.2%
LPLA vs HRB
+140.6%
-61.4%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.4% | +1.5% | +0.3% |
| 7D | -0.9% | -5.1% | +4.2% | 0.0% |
| 30D | -9.5% | +8.7% | -18.2% | -10.8% |
| 3M | -21.9% | -5.4% | -16.5% | -21.3% |
| 6M | -2.6% | +41.6% | -44.2% | -9.0% |
| YTD | -17.8% | +18.7% | -36.5% | -20.6% |
| 1Y | -21.2% | +16.4% | -37.6% | -23.7% |
| 3Y | +30.6% | +22.0% | +8.6% | +20.7% |
| All | +79.2% | +140.6% | -61.4% | +29.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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