+474.3%
DINO vs LPLA
+1,226.8%
-752.4%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.3% | -0.1% |
| 7D | +1.5% | -3.7% | +5.1% | +3.1% |
| 30D | +25.9% | -6.4% | +32.3% | +29.5% |
| 3M | +53.2% | +20.2% | +33.0% | +40.1% |
| 6M | +105.5% | +12.8% | +92.6% | +90.6% |
| YTD | +139.2% | -2.5% | +141.7% | +135.2% |
| 1Y | +117.4% | +1.9% | +115.4% | +107.1% |
| 3Y | +99.3% | +45.0% | +54.3% | +52.2% |
| 5Y | +333.0% | +146.6% | +186.4% | +134.1% |
| All | +474.3% | +1,226.8% | -752.4% | +33.2% |
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