+404.6%
DHI vs LPLA
+1,251.7%
-847.1%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.9% | -0.2% | +1.3% |
| 7D | -3.4% | -1.5% | -1.9% | -3.1% |
| 30D | -5.4% | -6.0% | +0.6% | -4.1% |
| 3M | -10.4% | +24.0% | -34.5% | -15.1% |
| 6M | -2.8% | +17.0% | -19.8% | -6.8% |
| YTD | -3.4% | -0.7% | -2.7% | -4.4% |
| 1Y | -22.9% | +2.1% | -25.0% | -24.5% |
| 3Y | +20.7% | +48.7% | -28.0% | +1.8% |
| 5Y | +62.1% | +151.2% | -89.1% | +8.1% |
| All | +404.6% | +1,251.7% | -847.1% | +115.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling