+1,350.8%
LPLA vs HRB
+610.4%
+740.4%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.0% | +3.7% | +0.8% |
| 7D | -3.1% | -5.7% | +2.6% | -1.4% |
| 30D | -0.1% | +7.9% | -8.0% | -2.8% |
| 3M | +23.2% | +32.1% | -8.9% | +12.4% |
| 6M | +15.5% | +62.2% | -46.7% | -2.7% |
| YTD | +0.9% | +16.4% | -15.5% | -6.0% |
| 1Y | +0.2% | -0.3% | +0.4% | -2.5% |
| 3Y | +55.2% | +36.0% | +19.2% | +32.3% |
| 5Y | +145.4% | +125.2% | +20.2% | +70.8% |
| 10Y | +1,229.7% | +237.7% | +992.0% | +647.8% |
| All | +1,350.8% | +610.4% | +740.4% | +530.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling