+9.1%
DHI vs LPLA
-16.5%
+25.6%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +4.6% | +3.5% | +7.6% |
| 7D | +9.8% | +15.7% | -5.9% | +8.6% |
| 30D | +17.8% | -6.2% | +24.0% | +17.6% |
| 3M | +4.7% | -12.0% | +16.7% | +4.6% |
| 6M | +10.0% | -2.7% | +12.8% | +10.8% |
| YTD | +10.0% | -12.5% | +22.5% | +8.6% |
| 1Y | +9.1% | -16.5% | +25.6% | +11.1% |
| All | +9.1% | -16.5% | +25.6% | +11.1% |
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