+292.2%
DOV vs LPLA
+1,251.7%
-959.5%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.9% | -1.0% | +0.2% |
| 7D | -2.0% | -1.5% | -0.4% | -1.4% |
| 30D | -8.9% | -6.0% | -2.9% | -6.9% |
| 3M | -13.3% | +24.0% | -37.3% | -20.3% |
| 6M | -9.7% | +17.0% | -26.7% | -15.7% |
| YTD | -2.5% | -0.7% | -1.8% | -4.0% |
| 1Y | +7.2% | +2.1% | +5.1% | +3.7% |
| 3Y | +39.4% | +48.7% | -9.3% | +12.9% |
| 5Y | +15.8% | +151.2% | -135.4% | -28.7% |
| All | +292.2% | +1,251.7% | -959.5% | +24.4% |
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