+1,081.9%
DINO vs LPLA
+1,311.2%
-229.4%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.6% |
| 7D | +5.7% | -3.1% | +8.8% | +6.9% |
| 30D | +27.8% | -0.1% | +27.9% | +27.8% |
| 3M | +45.6% | +23.2% | +22.4% | +33.6% |
| 6M | +88.5% | +15.5% | +72.9% | +75.2% |
| YTD | +134.1% | +0.9% | +133.2% | +128.0% |
| 1Y | +111.1% | +0.2% | +110.9% | +104.2% |
| 3Y | +109.1% | +55.2% | +53.9% | +63.6% |
| 5Y | +307.2% | +145.4% | +161.7% | +153.0% |
| 10Y | +495.9% | +1,229.7% | -733.7% | +107.8% |
| All | +1,081.9% | +1,311.2% | -229.4% | +253.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling