+57.5%
DIA vs LPLA
+93.2%
-35.6%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.0% | -1.3% | -0.5% |
| 7D | +0.9% | +3.6% | -2.7% | +0.2% |
| 30D | +1.1% | -6.8% | +7.9% | +2.1% |
| 3M | -2.9% | -17.0% | +14.1% | +0.2% |
| 6M | +5.9% | +1.8% | +4.1% | +4.7% |
| YTD | +9.8% | -13.4% | +23.2% | +11.5% |
| 1Y | +11.7% | -17.5% | +29.2% | +14.6% |
| 3Y | +59.5% | +36.5% | +23.1% | +44.6% |
| 5Y | +57.5% | +92.6% | -35.1% | +24.0% |
| All | +57.5% | +93.2% | -35.6% | +24.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling