+99.3%
DINO vs LPLA
+44.8%
+54.5%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.1% |
| 7D | +2.0% | -1.5% | +3.5% | +2.3% |
| 30D | +27.7% | -6.0% | +33.7% | +29.3% |
| 3M | +56.3% | +21.4% | +34.9% | +49.3% |
| 6M | +107.6% | +12.1% | +95.5% | +100.7% |
| YTD | +140.2% | -1.8% | +142.0% | +139.5% |
| 1Y | +113.0% | +3.2% | +109.8% | +108.2% |
| All | +99.3% | +44.8% | +54.5% | +75.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling