+328.2%
DOV vs LPLA
+757.5%
-429.4%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.0% | +1.6% | -0.3% |
| 7D | +3.4% | -2.8% | +6.2% | +4.4% |
| 30D | +8.8% | -10.2% | +19.0% | +12.3% |
| 3M | +0.9% | -22.3% | +23.2% | +9.4% |
| 6M | -2.8% | -0.5% | -2.4% | -4.5% |
| YTD | +8.1% | -17.9% | +25.9% | +12.8% |
| 1Y | +15.2% | -22.0% | +37.3% | +22.6% |
| 3Y | +64.5% | +29.4% | +35.1% | +38.4% |
| 5Y | +28.9% | +81.2% | -52.4% | -10.8% |
| All | +328.2% | +757.5% | -429.4% | +55.5% |
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