+144.7%
LPLA vs HRB
+104.8%
+39.8%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.6% | +1.5% | +0.1% |
| 7D | -1.5% | -10.6% | +9.1% | +0.3% |
| 30D | -6.0% | -0.8% | -5.1% | -6.1% |
| 3M | +21.4% | +19.1% | +2.3% | +17.1% |
| 6M | +12.1% | +48.7% | -36.6% | +3.0% |
| YTD | -1.8% | +7.1% | -8.9% | -3.6% |
| 1Y | +3.2% | -8.3% | +11.5% | +4.6% |
| 3Y | +45.9% | +25.8% | +20.1% | +31.7% |
| 5Y | +144.7% | +111.1% | +33.6% | +85.4% |
| All | +144.7% | +104.8% | +39.8% | +85.4% |
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