+25.3%
DG vs LPLA
+0.7%
+24.7%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.8% | +1.5% |
| 7D | +8.4% | -3.1% | +11.5% | +8.7% |
| 30D | +4.9% | -0.1% | +5.0% | +4.8% |
| 3M | +29.3% | +23.2% | +6.1% | +26.2% |
| 6M | -11.3% | +15.5% | -26.8% | -12.5% |
| YTD | +1.8% | +0.9% | +0.9% | +2.6% |
| 1Y | +25.3% | +0.2% | +25.2% | +25.7% |
| All | +25.3% | +0.7% | +24.7% | +25.7% |
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 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